Essential Partners’s Root ROOT Stock Holding History

Essential Partners’s Portfolio ROOT Stock Details ROOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$184	Sell	4 -1	-20%	-$55	﹤0.01%	2613
2026 Q2	$280	Sell	5 -136	-96%	-$7.25K	﹤0.01%	2581
2026 Q1	$6.23K	Buy	+141	New	+$8.22K	﹤0.01%	1479

Other funds holding ROOT

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's ROOT Position: Q3 2026 in Review

Essential Partners reduced its Root (ROOT) stake by 20% in Q3 2026, selling an estimated $55 and leaving 4 shares worth $184. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

Essential Partners first reported a position in ROOT in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.23K in Q1 2026. 8 funds tracked by Wall St. Rank hold ROOT as of Q3 2026.

Essential Partners held 4 shares of Root worth $184 as of Q3 2026.
Essential Partners sold 1 Root share in Q3 2026, an estimated $55.
Root made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2613 holding.
Essential Partners first reported a position in Root in Q1 2026 and has held it in 3 quarters since.
Essential Partners's Root position peaked at $6.23K in Q1 2026.
8 funds tracked by Wall St. Rank held Root as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.