Independent Financial Group’s Ooma OOMA Stock Holding History

Independent Financial Group’s Portfolio OOMA Stock Details OOMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$222K	Buy	+10,880	New	+$232K	﹤0.01%	1442

Other funds holding OOMA

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

UFF

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

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

Independent Financial Group's OOMA Position: Q3 2026 in Review

Independent Financial Group opened a new position in Ooma (OOMA) in Q3 2026: 10,880 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1442 among its holdings.

21 funds tracked by Wall St. Rank hold OOMA as of Q3 2026.

Independent Financial Group held 10,880 shares of Ooma worth $222K as of Q3 2026.
Ooma was a new Independent Financial Group position in Q3 2026.
Ooma made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1442 holding.
21 funds tracked by Wall St. Rank held Ooma as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.