Root Financial Partners’s Bassett Furniture BSET Stock Holding History

Root Financial Partners’s Portfolio BSET Stock Details BSET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3	Closed	-$42	–	808
2026 Q1	$42	Buy	+3	New	+$46	﹤0.01%	3394

Other funds holding BSET

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

THC

Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return

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

Root Financial Partners sold out of Bassett Furniture (BSET) in Q2 2026, closing a stake of 3 shares — an estimated $42 sold.

Root Financial Partners first reported a position in BSET in Q1 2026 and held it in 1 quarter. The position peaked at $42 in Q1 2026. 73 funds tracked by Wall St. Rank hold BSET as of Q2 2026.

Root Financial Partners reported no remaining Bassett Furniture position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 3 Bassett Furniture shares in Q2 2026, an estimated $42.
Root Financial Partners first reported a position in Bassett Furniture in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Bassett Furniture position peaked at $42 in Q1 2026.
73 funds tracked by Wall St. Rank held Bassett Furniture as of Q2 2026.

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