Root Financial Partners
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Root Financial Partners’s Ormat Technologies ORA Stock Holding History

Root Financial Partners’s Portfolio ORA Stock Details ORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$41.5K Buy
+454
New +$46.9K ﹤0.01% 1175
2026
Q2 		– Sell
-439
Closed -$49.1K – 2316
2026
Q1 		$49.1K Buy
439
+187
+74% +$21.7K ﹤0.01% 885
2025
Q4 		$27.8K Buy
252
+36
+17% +$3.94K ﹤0.01% 994
2025
Q3 		$20.8K Buy
+216
New +$19.5K ﹤0.01% 1104

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Clal Insurance
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Global Alpha Capital Management
Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

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

Root Financial Partners opened a new position in Ormat Technologies (ORA) in Q3 2026: 454 shares worth $41.5K. The stake represents ﹤0.01% of the portfolio and ranks #1175 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ORA as recently as Q1 2026.

Root Financial Partners first reported a position in ORA in Q3 2025 and has held it in 4 quarters since. The position peaked at $49.1K in Q1 2026. 325 funds tracked by Wall St. Rank hold ORA as of Q3 2026.

  • Root Financial Partners held 454 shares of Ormat Technologies worth $41.5K as of Q3 2026.
  • Ormat Technologies was a new Root Financial Partners position in Q3 2026.
  • Ormat Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1175 holding.
  • Root Financial Partners first reported a position in Ormat Technologies in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Ormat Technologies position peaked at $49.1K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2026.

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