Root Financial Partners
OVV icon

Root Financial Partners’s Ovintiv OVV Stock Holding History

Root Financial Partners’s Portfolio OVV Stock Details OVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$75.1K Buy
+1,299
New +$79.6K ﹤0.01% 888
2026
Q2 		– Sell
-918
Closed -$54.5K – 2337
2026
Q1 		$54.5K Buy
918
+277
+43% +$13.4K ﹤0.01% 842
2025
Q4 		$25.1K Buy
641
+41
+7% +$1.59K ﹤0.01% 1060
2025
Q3 		$24.2K Buy
+600
New +$24.5K ﹤0.01% 1018

Other funds holding OVV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Root Financial Partners opened a new position in Ovintiv (OVV) in Q3 2026: 1,299 shares worth $75.1K. The stake represents ﹤0.01% of the portfolio and ranks #888 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OVV as recently as Q1 2026.

Root Financial Partners first reported a position in OVV in Q3 2025 and has held it in 4 quarters since. 516 funds tracked by Wall St. Rank hold OVV as of Q3 2026.

  • Root Financial Partners held 1,299 shares of Ovintiv worth $75.1K as of Q3 2026.
  • Ovintiv was a new Root Financial Partners position in Q3 2026.
  • Ovintiv made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #888 holding.
  • Root Financial Partners first reported a position in Ovintiv in Q3 2025 and has held it in 4 quarters since.
  • 516 funds tracked by Wall St. Rank held Ovintiv as of Q3 2026.

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