Root Financial Partners
VYX icon

Root Financial Partners’s NCR Voyix VYX Stock Holding History

Root Financial Partners’s Portfolio VYX Stock Details VYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$930 Buy
+136
New +$1.1K ﹤0.01% 2976
2026
Q2 		– Sell
-119
Closed -$753 – 3140
2026
Q1 		$753 Sell
119
-70
-37% -$618 ﹤0.01% 2714
2025
Q4 		$1.93K Sell
189
-60
-24% -$652 ﹤0.01% 1994
2025
Q3 		$3.12K Buy
+249
New +$3.28K ﹤0.01% 1873

Other funds holding VYX

Shapiro Capital Management
Shapiro Capital Management Atlanta, Georgia $1.46B AUM 11.55% 1-Year Est. Return
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
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Root Financial Partners opened a new position in NCR Voyix (VYX) in Q3 2026: 136 shares worth $930. The stake represents ﹤0.01% of the portfolio and ranks #2976 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VYX as recently as Q1 2026.

Root Financial Partners first reported a position in VYX in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.12K in Q3 2025. 191 funds tracked by Wall St. Rank hold VYX as of Q3 2026.

  • Root Financial Partners held 136 shares of NCR Voyix worth $930 as of Q3 2026.
  • NCR Voyix was a new Root Financial Partners position in Q3 2026.
  • NCR Voyix made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2976 holding.
  • Root Financial Partners first reported a position in NCR Voyix in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's NCR Voyix position peaked at $3.12K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held NCR Voyix as of Q3 2026.

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