Root Financial Partners
NVR icon

Root Financial Partners’s NVR NVR Stock Holding History

Root Financial Partners’s Portfolio NVR Stock Details NVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$148K Buy
+24
New +$152K 0.01% 566
2026
Q2 		– Sell
-2
Closed -$13.2K – 2244
2026
Q1 		$13.2K Sell
2
-2
-50% -$14.6K ﹤0.01% 1554
2025
Q4 		$29.2K Buy
4
+1
+33% +$7.48K ﹤0.01% 959
2025
Q3 		$24.1K Buy
+3
New +$23.8K ﹤0.01% 1022

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State Street
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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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Root Financial Partners opened a new position in NVR (NVR) in Q3 2026: 24 shares worth $148K. The stake represents 0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NVR as recently as Q1 2026.

Root Financial Partners first reported a position in NVR in Q3 2025 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold NVR as of Q3 2026.

  • Root Financial Partners held 24 shares of NVR worth $148K as of Q3 2026.
  • NVR was a new Root Financial Partners position in Q3 2026.
  • NVR made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #566 holding.
  • Root Financial Partners first reported a position in NVR in Q3 2025 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held NVR as of Q3 2026.

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