RFP
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Root Financial Partners’s Strive Inc ASST Stock Holding History

Root Financial Partners’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-56
Closed -$561 – 613
2026
Q1 		$561 Buy
+56
New +$697 ﹤0.01% 2832

Other funds holding ASST

ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Root Financial Partners sold out of Strive Inc (ASST) in Q2 2026, closing a stake of 56 shares — an estimated $561 sold.

Root Financial Partners first reported a position in ASST in Q1 2026 and held it in 1 quarter. The position peaked at $561 in Q1 2026. 45 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

  • Root Financial Partners reported no remaining Strive Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 56 Strive Inc shares in Q2 2026, an estimated $561.
  • Root Financial Partners first reported a position in Strive Inc in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Strive Inc position peaked at $561 in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

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