Root Financial Partners
ESNT icon

Root Financial Partners’s Essent Group ESNT Stock Holding History

Root Financial Partners’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$42.6K Buy
+736
New +$49.1K ﹤0.01% 1158
2026
Q2 		– Sell
-879
Closed -$51.4K – 1279
2026
Q1 		$51.4K Buy
879
+464
+112% +$28.3K ﹤0.01% 865
2025
Q4 		$27K Buy
415
+55
+15% +$3.41K ﹤0.01% 1014
2025
Q3 		$22.9K Buy
+360
New +$21.9K ﹤0.01% 1047

Other funds holding ESNT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Root Financial Partners's ESNT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Essent Group (ESNT) in Q3 2026: 736 shares worth $42.6K. The stake represents ﹤0.01% of the portfolio and ranks #1158 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ESNT as recently as Q1 2026.

Root Financial Partners first reported a position in ESNT in Q3 2025 and has held it in 4 quarters since. The position peaked at $51.4K in Q1 2026. 158 funds tracked by Wall St. Rank hold ESNT as of Q3 2026.

  • Root Financial Partners held 736 shares of Essent Group worth $42.6K as of Q3 2026.
  • Essent Group was a new Root Financial Partners position in Q3 2026.
  • Essent Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1158 holding.
  • Root Financial Partners first reported a position in Essent Group in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Essent Group position peaked at $51.4K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Essent Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.