Root Financial Partners
CAR icon

Root Financial Partners’s Avis CAR Stock Holding History

Root Financial Partners’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.53K Buy
+80
New +$11.2K ﹤0.01% 1987
2026
Q2 		– Sell
-41
Closed -$5.98K – 857
2026
Q1 		$5.98K Sell
41
-30
-42% -$3.42K ﹤0.01% 1885
2025
Q4 		$9.11K Sell
71
-1
-1% -$140 ﹤0.01% 1535
2025
Q3 		$11.6K Buy
+72
New +$12.1K ﹤0.01% 1395

Other funds holding CAR

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Root Financial Partners opened a new position in Avis (CAR) in Q3 2026: 80 shares worth $8.53K. The stake represents ﹤0.01% of the portfolio and ranks #1987 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CAR as recently as Q1 2026.

Root Financial Partners first reported a position in CAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.6K in Q3 2025. 175 funds tracked by Wall St. Rank hold CAR as of Q3 2026.

  • Root Financial Partners held 80 shares of Avis worth $8.53K as of Q3 2026.
  • Avis was a new Root Financial Partners position in Q3 2026.
  • Avis made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1987 holding.
  • Root Financial Partners first reported a position in Avis in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Avis position peaked at $11.6K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Avis as of Q3 2026.

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