Root Financial Partners
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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
Q3 		$88.5K Buy
+375
New +$80.7K ﹤0.01% 795
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

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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
AXS Investments
AXS Investments Port Chester, New York $1.03B AUM 25.05% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Root Financial Partners opened a new position in Nebius Group N.V. (NBIS) in Q3 2026: 375 shares worth $88.5K. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NBIS as recently as Q1 2026.

Root Financial Partners first reported a position in NBIS in Q4 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold NBIS as of Q3 2026.

  • Root Financial Partners held 375 shares of Nebius Group N.V. worth $88.5K as of Q3 2026.
  • Nebius Group N.V. was a new Root Financial Partners position in Q3 2026.
  • Nebius Group N.V. made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #795 holding.
  • Root Financial Partners first reported a position in Nebius Group N.V. in Q4 2025 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q3 2026.

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