Root Financial Partners
NSC icon

Root Financial Partners’s Norfolk Southern NSC Stock Holding History

Root Financial Partners’s Portfolio NSC Stock Details NSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$399K Buy
1,290
+56
+5% +$18.5K 0.01% 263
2026
Q2 		$388K Buy
1,234
+150
+14% +$46.2K 0.02% 235
2026
Q1 		$311K Buy
1,084
+78
+8% +$23.2K 0.01% 243
2025
Q4 		$290K Buy
1,006
+54
+6% +$15.6K 0.01% 231
2025
Q3 		$286K Buy
952
+29
+3% +$8.06K 0.02% 218
2025
Q2 		$236K Buy
923
+35
+4% +$8.25K 0.02% 218
2025
Q1 		$210K Buy
+888
New +$216K 0.02% 199

Other funds holding NSC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Root Financial Partners increased its Norfolk Southern (NSC) stake by 4.5% in Q3 2026, buying an estimated $18.5K and bringing the position to 1,290 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #263.

Root Financial Partners first reported a position in NSC in Q1 2025 and has held it in 7 quarters since. 1,608 funds tracked by Wall St. Rank hold NSC as of Q3 2026.

  • Root Financial Partners held 1,290 shares of Norfolk Southern worth $399K as of Q3 2026.
  • Root Financial Partners bought 56 Norfolk Southern shares in Q3 2026, an estimated $18.5K.
  • Norfolk Southern made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #263 holding.
  • Root Financial Partners first reported a position in Norfolk Southern in Q1 2025 and has held it in 7 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2026.

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