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Root Financial Partners’s Nathan's Famous NATH Stock Holding History

Root Financial Partners’s Portfolio NATH Stock Details NATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11
Closed -$1.11K – 2151
2026
Q1 		$1.11K Buy
+11
New +$1.09K ﹤0.01% 2573

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GF
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Vanguard Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Root Financial Partners's NATH Position: Q2 2026 in Review

Root Financial Partners sold out of Nathan's Famous (NATH) in Q2 2026, closing a stake of 11 shares — an estimated $1.11K sold.

Root Financial Partners first reported a position in NATH in Q1 2026 and held it in 1 quarter. The position peaked at $1.11K in Q1 2026. 124 funds tracked by Wall St. Rank hold NATH as of Q2 2026.

  • Root Financial Partners reported no remaining Nathan's Famous position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 11 Nathan's Famous shares in Q2 2026, an estimated $1.11K.
  • Root Financial Partners first reported a position in Nathan's Famous in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Nathan's Famous position peaked at $1.11K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held Nathan's Famous as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.