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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
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 $5.72T AUM 30.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Root Financial Partners's VYX Position: Q1 2026 in Review

Root Financial Partners reduced its NCR Voyix (VYX) stake by 37% in Q1 2026, selling an estimated $618 and leaving 119 shares worth $753. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

Root Financial Partners first reported a position in VYX in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.13K in Q3 2025. 303 funds tracked by Wall St. Rank hold VYX as of Q1 2026.

  • Root Financial Partners held 119 shares of NCR Voyix worth $753 as of Q1 2026.
  • Root Financial Partners sold 70 NCR Voyix shares in Q1 2026, an estimated $618.
  • NCR Voyix made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2714 holding.
  • Root Financial Partners first reported a position in NCR Voyix in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's NCR Voyix position peaked at $3.13K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.