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NBIS

Root Financial Partners’s Nebius Group N.V. NBIS Stock Holding History

Root Financial Partners’s Portfolio NBIS Stock Details NBIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-315
Closed -$32.7K – 3351
2026
Q1 		$32.7K Hold
315
– – ﹤0.01% 1067
2025
Q4 		$26.4K Buy
+315
New +$32.6K ﹤0.01% 1031

Other funds holding NBIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

Root Financial Partners sold out of Nebius Group N.V. (NBIS) in Q2 2026, closing a stake of 315 shares — an estimated $32.7K sold.

Root Financial Partners first reported a position in NBIS in Q4 2025 and held it in 2 quarters. The position peaked at $32.7K in Q1 2026. 1,064 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

  • Root Financial Partners reported no remaining Nebius Group N.V. position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 315 Nebius Group N.V. shares in Q2 2026, an estimated $32.7K.
  • Root Financial Partners first reported a position in Nebius Group N.V. in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Nebius Group N.V. position peaked at $32.7K in Q1 2026.
  • 1,064 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

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