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 Q1	$846	Buy	+49	New	+$862	﹤0.01%	2672

Other funds holding NPB

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Root Financial Partners's NPB Position: Q1 2026 in Review

Root Financial Partners opened a new position in Northpointe Bancshares (NPB) in Q1 2026: 49 shares worth $846. The stake represents ﹤0.01% of the portfolio and ranks #2672 among its holdings.

115 funds tracked by Wall St. Rank hold NPB as of Q1 2026.

Root Financial Partners held 49 shares of Northpointe Bancshares worth $846 as of Q1 2026.
Northpointe Bancshares was a new Root Financial Partners position in Q1 2026.
Northpointe Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2672 holding.
115 funds tracked by Wall St. Rank held Northpointe Bancshares as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.