Root Financial Partners
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Root Financial Partners’s Nike NKE Stock Holding History

Root Financial Partners’s Portfolio NKE Stock Details NKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$123K Buy
+3,475
New +$140K ﹤0.01% 639
2026
Q2 		– Sell
-3,745
Closed -$198K – 2190
2026
Q1 		$198K Sell
3,745
-140
-4% -$8.49K 0.01% 332
2025
Q4 		$248K Buy
3,885
+1,860
+92% +$121K 0.01% 258
2025
Q3 		$141K Buy
+2,025
New +$151K 0.01% 342

Other funds holding NKE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

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

Root Financial Partners opened a new position in Nike (NKE) in Q3 2026: 3,475 shares worth $123K. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NKE as recently as Q1 2026.

Root Financial Partners first reported a position in NKE in Q3 2025 and has held it in 4 quarters since. The position peaked at $248K in Q4 2025. 873 funds tracked by Wall St. Rank hold NKE as of Q3 2026.

  • Root Financial Partners held 3,475 shares of Nike worth $123K as of Q3 2026.
  • Nike was a new Root Financial Partners position in Q3 2026.
  • Nike made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #639 holding.
  • Root Financial Partners first reported a position in Nike in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Nike position peaked at $248K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Nike as of Q3 2026.

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