Root Financial Partners
TEN icon

Root Financial Partners’s Tsakos Energy Navigation Ltd TEN Stock Holding History

Root Financial Partners’s Portfolio TEN Stock Details TEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.32K Buy
+28
New +$1.18K ﹤0.01% 2826
2026
Q2 		– Sell
-28
Closed -$1.1K – 3315
2026
Q1 		$1.1K Hold
28
– – ﹤0.01% 2575
2025
Q4 		$628 Hold
28
– – ﹤0.01% 2181
2025
Q3 		$622 Buy
+28
New +$588 ﹤0.01% 2123

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Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

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

Root Financial Partners opened a new position in Tsakos Energy Navigation Ltd (TEN) in Q3 2026: 28 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #2826 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TEN as recently as Q1 2026.

Root Financial Partners first reported a position in TEN in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold TEN as of Q3 2026.

  • Root Financial Partners held 28 shares of Tsakos Energy Navigation Ltd worth $1.32K as of Q3 2026.
  • Tsakos Energy Navigation Ltd was a new Root Financial Partners position in Q3 2026.
  • Tsakos Energy Navigation Ltd made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2826 holding.
  • Root Financial Partners first reported a position in Tsakos Energy Navigation Ltd in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Tsakos Energy Navigation Ltd as of Q3 2026.

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