RFP
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
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 		$3.13K Buy
+249
New +$3.28K ﹤0.01% 1873

Other funds holding VYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Root Financial Partners's VYX Position: Q2 2026 in Review

Root Financial Partners sold out of NCR Voyix (VYX) in Q2 2026, closing a stake of 119 shares — an estimated $753 sold.

Root Financial Partners first reported a position in VYX in Q3 2025 and held it in 3 quarters. The position peaked at $3.13K in Q3 2025. 296 funds tracked by Wall St. Rank hold VYX as of Q2 2026.

  • Root Financial Partners reported no remaining NCR Voyix position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 119 NCR Voyix shares in Q2 2026, an estimated $753.
  • Root Financial Partners first reported a position in NCR Voyix in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's NCR Voyix position peaked at $3.13K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.