Root Financial Partners
GRNT icon

Root Financial Partners’s Granite Ridge Resources GRNT Stock Holding History

Root Financial Partners’s Portfolio GRNT Stock Details GRNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$516 Buy
+119
New +$574 ﹤0.01% 3216
2026
Q2 		– Sell
-69
Closed -$405 – 1558
2026
Q1 		$405 Buy
+69
New +$346 ﹤0.01% 2939

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CWA Asset Management Group
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Bank of New York Mellon
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Y-Intercept (HK)
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Creative Planning
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Russell Investments Group
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Unison Advisors
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Root Financial Partners's GRNT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Granite Ridge Resources (GRNT) in Q3 2026: 119 shares worth $516. The stake represents ﹤0.01% of the portfolio and ranks #3216 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GRNT as recently as Q1 2026.

Root Financial Partners first reported a position in GRNT in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold GRNT as of Q3 2026.

  • Root Financial Partners held 119 shares of Granite Ridge Resources worth $516 as of Q3 2026.
  • Granite Ridge Resources was a new Root Financial Partners position in Q3 2026.
  • Granite Ridge Resources made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3216 holding.
  • Root Financial Partners first reported a position in Granite Ridge Resources in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Granite Ridge Resources as of Q3 2026.

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