Root Financial Partners
NEOG icon

Root Financial Partners’s Neogen NEOG Stock Holding History

Root Financial Partners’s Portfolio NEOG Stock Details NEOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.73K Buy
+135
New +$1.53K ﹤0.01% 2708
2026
Q2 		– Sell
-5
Closed -$46 – 2169
2026
Q1 		$46 Hold
5
– – ﹤0.01% 3388
2025
Q4 		$35 Hold
5
– – ﹤0.01% 2398
2025
Q3 		$29 Buy
+5
New +$27 ﹤0.01% 2278

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Luther King Capital Management (LKCM)
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Bessemer Group
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
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Decker Retirement Planning
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Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

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

Root Financial Partners opened a new position in Neogen (NEOG) in Q3 2026: 135 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #2708 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NEOG as recently as Q1 2026.

Root Financial Partners first reported a position in NEOG in Q3 2025 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold NEOG as of Q3 2026.

  • Root Financial Partners held 135 shares of Neogen worth $1.73K as of Q3 2026.
  • Neogen was a new Root Financial Partners position in Q3 2026.
  • Neogen made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2708 holding.
  • Root Financial Partners first reported a position in Neogen in Q3 2025 and has held it in 4 quarters since.
  • 149 funds tracked by Wall St. Rank held Neogen as of Q3 2026.

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