Root Financial Partners
NGVT icon

Root Financial Partners’s Ingevity NGVT Stock Holding History

Root Financial Partners’s Portfolio NGVT Stock Details NGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.1K Buy
+157
New +$11.3K ﹤0.01% 1863
2026
Q2 		– Sell
-141
Closed -$10K – 2182
2026
Q1 		$10K Buy
141
+39
+38% +$2.67K ﹤0.01% 1685
2025
Q4 		$6.04K Buy
102
+15
+17% +$814 ﹤0.01% 1703
2025
Q3 		$4.8K Buy
+87
New +$4.52K ﹤0.01% 1743

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Simcoe Capital Management
Simcoe Capital Management New York $485M AUM 13.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Root Financial Partners opened a new position in Ingevity (NGVT) in Q3 2026: 157 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #1863 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NGVT as recently as Q1 2026.

Root Financial Partners first reported a position in NGVT in Q3 2025 and has held it in 4 quarters since. 270 funds tracked by Wall St. Rank hold NGVT as of Q3 2026.

  • Root Financial Partners held 157 shares of Ingevity worth $11.1K as of Q3 2026.
  • Ingevity was a new Root Financial Partners position in Q3 2026.
  • Ingevity made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1863 holding.
  • Root Financial Partners first reported a position in Ingevity in Q3 2025 and has held it in 4 quarters since.
  • 270 funds tracked by Wall St. Rank held Ingevity as of Q3 2026.

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