Root Financial Partners
BSVN icon

Root Financial Partners’s Bank7 Corp BSVN Stock Holding History

Root Financial Partners’s Portfolio BSVN Stock Details BSVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$436 Buy
+8
New +$417 ﹤0.01% 3269
2026
Q2 		– Sell
-2
Closed -$80 – 815
2026
Q1 		$80 Buy
+2
New +$85 ﹤0.01% 3315

Other funds holding BSVN

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Root Financial Partners's BSVN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Bank7 Corp (BSVN) in Q3 2026: 8 shares worth $436. The stake represents ﹤0.01% of the portfolio and ranks #3269 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BSVN as recently as Q1 2026.

Root Financial Partners first reported a position in BSVN in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold BSVN as of Q3 2026.

  • Root Financial Partners held 8 shares of Bank7 Corp worth $436 as of Q3 2026.
  • Bank7 Corp was a new Root Financial Partners position in Q3 2026.
  • Bank7 Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3269 holding.
  • Root Financial Partners first reported a position in Bank7 Corp in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Bank7 Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.