Root Financial Partners
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Root Financial Partners’s Nkarta NKTX Stock Holding History

Root Financial Partners’s Portfolio NKTX Stock Details NKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$469 Buy
+179
New +$476 ﹤0.01% 3248
2026
Q2 		– Sell
-69
Closed -$146 – 2193
2026
Q1 		$146 Buy
+69
New +$154 ﹤0.01% 3217

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Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DLK Investment Management
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

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

Root Financial Partners opened a new position in Nkarta (NKTX) in Q3 2026: 179 shares worth $469. The stake represents ﹤0.01% of the portfolio and ranks #3248 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NKTX as recently as Q1 2026.

Root Financial Partners first reported a position in NKTX in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold NKTX as of Q3 2026.

  • Root Financial Partners held 179 shares of Nkarta worth $469 as of Q3 2026.
  • Nkarta was a new Root Financial Partners position in Q3 2026.
  • Nkarta made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3248 holding.
  • Root Financial Partners first reported a position in Nkarta in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Nkarta as of Q3 2026.

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