Root Financial Partners
NCV icon

Root Financial Partners’s Virtus Convertible & Income Fund NCV Stock Holding History

Root Financial Partners’s Portfolio NCV Stock Details NCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.39K Buy
+158
New +$2.62K ﹤0.01% 2562
2026
Q2 		– Sell
-161
Closed -$2.4K – 2163
2026
Q1 		$2.4K Buy
+161
New +$2.54K ﹤0.01% 2239

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HB Wealth Management
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Blue Bell Private Wealth Management
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Choreo LLC
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Root Financial Partners's NCV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Virtus Convertible & Income Fund (NCV) in Q3 2026: 158 shares worth $2.39K. The stake represents ﹤0.01% of the portfolio and ranks #2562 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NCV as recently as Q1 2026.

Root Financial Partners first reported a position in NCV in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.4K in Q1 2026. 21 funds tracked by Wall St. Rank hold NCV as of Q3 2026.

  • Root Financial Partners held 158 shares of Virtus Convertible & Income Fund worth $2.39K as of Q3 2026.
  • Virtus Convertible & Income Fund was a new Root Financial Partners position in Q3 2026.
  • Virtus Convertible & Income Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2562 holding.
  • Root Financial Partners first reported a position in Virtus Convertible & Income Fund in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Virtus Convertible & Income Fund position peaked at $2.4K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund as of Q3 2026.

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