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Root Financial Partners’s Navigator Holdings NVGS Stock Holding History

Root Financial Partners’s Portfolio NVGS Stock Details NVGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-25
Closed -$483 – 2241
2026
Q1 		$483 Buy
+25
New +$475 ﹤0.01% 2877

Other funds holding NVGS

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Root Financial Partners's NVGS Position: Q2 2026 in Review

Root Financial Partners sold out of Navigator Holdings (NVGS) in Q2 2026, closing a stake of 25 shares — an estimated $483 sold.

Root Financial Partners first reported a position in NVGS in Q1 2026 and held it in 1 quarter. The position peaked at $483 in Q1 2026. 23 funds tracked by Wall St. Rank hold NVGS as of Q2 2026.

  • Root Financial Partners reported no remaining Navigator Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 25 Navigator Holdings shares in Q2 2026, an estimated $483.
  • Root Financial Partners first reported a position in Navigator Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Navigator Holdings position peaked at $483 in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Navigator Holdings as of Q2 2026.

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