RFP
NPB

Root Financial Partners’s Northpointe Bancshares NPB Stock Holding History

Root Financial Partners’s Portfolio NPB Stock Details NPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-49
Closed -$846 – 3403
2026
Q1 		$846 Buy
+49
New +$862 ﹤0.01% 2672

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Vanguard Capital Management
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Hotchkis & Wiley Capital Management
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American Century Companies
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MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
AU
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Root Financial Partners's NPB Position: Q2 2026 in Review

Root Financial Partners sold out of Northpointe Bancshares (NPB) in Q2 2026, closing a stake of 49 shares — an estimated $846 sold.

Root Financial Partners first reported a position in NPB in Q1 2026 and held it in 1 quarter. The position peaked at $846 in Q1 2026. 120 funds tracked by Wall St. Rank hold NPB as of Q2 2026.

  • Root Financial Partners reported no remaining Northpointe Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 49 Northpointe Bancshares shares in Q2 2026, an estimated $846.
  • Root Financial Partners first reported a position in Northpointe Bancshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Northpointe Bancshares position peaked at $846 in Q1 2026.
  • 120 funds tracked by Wall St. Rank held Northpointe Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.