Root Financial Partners
NP icon

Root Financial Partners’s Neptune Insurance Holdings NP Stock Holding History

Root Financial Partners’s Portfolio NP Stock Details NP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$109 Buy
+4
New +$126 ﹤0.01% 3632

Other funds holding NP

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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

Root Financial Partners opened a new position in Neptune Insurance Holdings (NP) in Q3 2026: 4 shares worth $109. The stake represents ﹤0.01% of the portfolio and ranks #3632 among its holdings.

9 funds tracked by Wall St. Rank hold NP as of Q3 2026.

  • Root Financial Partners held 4 shares of Neptune Insurance Holdings worth $109 as of Q3 2026.
  • Neptune Insurance Holdings was a new Root Financial Partners position in Q3 2026.
  • Neptune Insurance Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3632 holding.
  • 9 funds tracked by Wall St. Rank held Neptune Insurance Holdings as of Q3 2026.

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