Root Financial Partners
NL icon

Root Financial Partners’s NLI Holdings NL Stock Holding History

Root Financial Partners’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$77 Buy
+11
New +$70 ﹤0.01% 3679
2026
Q2 		– Sell
-11
Closed -$64 – 2194
2026
Q1 		$64 Buy
+11
New +$66 ﹤0.01% 3352

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Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Squarepoint
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Levin Capital Strategies
Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return
Byrne Asset Management
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

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

Root Financial Partners opened a new position in NLI Holdings (NL) in Q3 2026: 11 shares worth $77. The stake represents ﹤0.01% of the portfolio and ranks #3679 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NL as recently as Q1 2026.

Root Financial Partners first reported a position in NL in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold NL as of Q3 2026.

  • Root Financial Partners held 11 shares of NLI Holdings worth $77 as of Q3 2026.
  • NLI Holdings was a new Root Financial Partners position in Q3 2026.
  • NLI Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3679 holding.
  • Root Financial Partners first reported a position in NLI Holdings in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held NLI Holdings as of Q3 2026.

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