Root Financial Partners
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Root Financial Partners’s N-able NABL Stock Holding History

Root Financial Partners’s Portfolio NABL Stock Details NABL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$156 Buy
+38
New +$156 ﹤0.01% 3567
2026
Q2 		– Sell
-904
Closed -$4.22K – 2147
2026
Q1 		$4.22K Buy
+904
New +$5.05K ﹤0.01% 2008

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Dana Investment Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Lexington Partners
Lexington Partners New York $58.9M AUM 49.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
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Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Root Financial Partners opened a new position in N-able (NABL) in Q3 2026: 38 shares worth $156. The stake represents ﹤0.01% of the portfolio and ranks #3567 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NABL as recently as Q1 2026.

Root Financial Partners first reported a position in NABL in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.22K in Q1 2026. 82 funds tracked by Wall St. Rank hold NABL as of Q3 2026.

  • Root Financial Partners held 38 shares of N-able worth $156 as of Q3 2026.
  • N-able was a new Root Financial Partners position in Q3 2026.
  • N-able made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3567 holding.
  • Root Financial Partners first reported a position in N-able in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's N-able position peaked at $4.22K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held N-able as of Q3 2026.

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