Root Financial Partners
NBBK icon

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
Q3 		$2.5K Buy
+113
New +$2.52K ﹤0.01% 2535
2026
Q2 		– Sell
-59
Closed -$1.24K – 2156
2026
Q1 		$1.24K Buy
+59
New +$1.24K ﹤0.01% 2518

Other funds holding NBBK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

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

Root Financial Partners opened a new position in NB Bancorp (NBBK) in Q3 2026: 113 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #2535 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NBBK as recently as Q1 2026.

Root Financial Partners first reported a position in NBBK in Q1 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold NBBK as of Q3 2026.

  • Root Financial Partners held 113 shares of NB Bancorp worth $2.5K as of Q3 2026.
  • NB Bancorp was a new Root Financial Partners position in Q3 2026.
  • NB Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2535 holding.
  • Root Financial Partners first reported a position in NB Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held NB Bancorp as of Q3 2026.

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