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Root Financial Partners’s Enbridge ENB Stock Holding History

Root Financial Partners’s Portfolio ENB Stock Details ENB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$212K Sell
3,919
-2,713
-41% -$138K 0.01% 320
2025
Q4 		$317K Buy
6,632
+1,061
+19% +$50.7K 0.02% 223
2025
Q3 		$281K Buy
+5,571
New +$262K 0.02% 221

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Root Financial Partners's ENB Position: Q1 2026 in Review

Root Financial Partners reduced its Enbridge (ENB) stake by 41% in Q1 2026, selling an estimated $138K and leaving 3,919 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #320.

Root Financial Partners first reported a position in ENB in Q3 2025 and has held it in 3 quarters since. The position peaked at $317K in Q4 2025. 1,499 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

  • Root Financial Partners held 3,919 shares of Enbridge worth $212K as of Q1 2026.
  • Root Financial Partners sold 2,713 Enbridge shares in Q1 2026, an estimated $138K.
  • Enbridge made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #320 holding.
  • Root Financial Partners first reported a position in Enbridge in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Enbridge position peaked at $317K in Q4 2025.
  • 1,499 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.