Root Financial Partners’s Tamboran Resources TBN Stock Holding History

Root Financial Partners’s Portfolio TBN Stock Details TBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$626	Buy	+19	New	+$670	﹤0.01%	3138

Other funds holding TBN

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Root Financial Partners opened a new position in Tamboran Resources (TBN) in Q3 2026: 19 shares worth $626. The stake represents ﹤0.01% of the portfolio and ranks #3138 among its holdings.

9 funds tracked by Wall St. Rank hold TBN as of Q3 2026.

Root Financial Partners held 19 shares of Tamboran Resources worth $626 as of Q3 2026.
Tamboran Resources was a new Root Financial Partners position in Q3 2026.
Tamboran Resources made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3138 holding.
9 funds tracked by Wall St. Rank held Tamboran Resources as of Q3 2026.

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