Root Financial Partners
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Root Financial Partners’s Northeast Community Bancorp NECB Stock Holding History

Root Financial Partners’s Portfolio NECB Stock Details NECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$833 Buy
+32
New +$856 ﹤0.01% 3033
2026
Q2 		– Sell
-8
Closed -$190 – 2168
2026
Q1 		$190 Buy
+8
New +$189 ﹤0.01% 3165

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Geode Capital Management
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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Total Wealth Planning & Management
Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return

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

Root Financial Partners opened a new position in Northeast Community Bancorp (NECB) in Q3 2026: 32 shares worth $833. The stake represents ﹤0.01% of the portfolio and ranks #3033 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NECB as recently as Q1 2026.

Root Financial Partners first reported a position in NECB in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold NECB as of Q3 2026.

  • Root Financial Partners held 32 shares of Northeast Community Bancorp worth $833 as of Q3 2026.
  • Northeast Community Bancorp was a new Root Financial Partners position in Q3 2026.
  • Northeast Community Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3033 holding.
  • Root Financial Partners first reported a position in Northeast Community Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Northeast Community Bancorp as of Q3 2026.

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