Root Financial Partners
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Root Financial Partners’s National Energy Services Reunited Corp NESR Stock Holding History

Root Financial Partners’s Portfolio NESR Stock Details NESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.6K Buy
+457
New +$14.2K ﹤0.01% 1846
2026
Q2 		– Sell
-266
Closed -$5.71K – 3376
2026
Q1 		$5.71K Buy
+266
New +$5.54K ﹤0.01% 1905

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Iridian Asset Management
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Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return

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

Root Financial Partners opened a new position in National Energy Services Reunited Corp (NESR) in Q3 2026: 457 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #1846 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NESR as recently as Q1 2026.

Root Financial Partners first reported a position in NESR in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold NESR as of Q3 2026.

  • Root Financial Partners held 457 shares of National Energy Services Reunited Corp worth $11.6K as of Q3 2026.
  • National Energy Services Reunited Corp was a new Root Financial Partners position in Q3 2026.
  • National Energy Services Reunited Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1846 holding.
  • Root Financial Partners first reported a position in National Energy Services Reunited Corp in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held National Energy Services Reunited Corp as of Q3 2026.

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