AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of NorthRock Partners, LLC SEC 13F Filing
Filer: NorthRock Partners, LLC Report Period: Q3 2025 Total Portfolio Value: $5.54 Billion
1. Portfolio Overview
NorthRock Partners, LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value surging by 114.5% quarter-over-quarter, growing from $2.58 billion to $5.54 billion. This drastic increase in AUM, coupled with a high turnover rate (29 new...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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