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Root Financial Partners’s NB Bancorp NBBK Stock Holding History

Root Financial Partners’s Portfolio NBBK Stock Details NBBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-59
Closed -$1.24K – 2156
2026
Q1 		$1.24K Buy
+59
New +$1.24K ﹤0.01% 2518

Other funds holding NBBK

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
NPT
Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

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

Root Financial Partners sold out of NB Bancorp (NBBK) in Q2 2026, closing a stake of 59 shares — an estimated $1.24K sold.

Root Financial Partners first reported a position in NBBK in Q1 2026 and held it in 1 quarter. The position peaked at $1.24K in Q1 2026. 30 funds tracked by Wall St. Rank hold NBBK as of Q2 2026.

  • Root Financial Partners reported no remaining NB Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 59 NB Bancorp shares in Q2 2026, an estimated $1.24K.
  • Root Financial Partners first reported a position in NB Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's NB Bancorp position peaked at $1.24K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2026.

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