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 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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Root Financial Partners sold out of Avis (CAR) in Q2 2026, closing a stake of 41 shares — an estimated $5.98K sold.

Root Financial Partners first reported a position in CAR in Q3 2025 and held it in 3 quarters. The position peaked at $11.6K in Q3 2025. 303 funds tracked by Wall St. Rank hold CAR as of Q2 2026.

Root Financial Partners reported no remaining Avis position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 41 Avis shares in Q2 2026, an estimated $5.98K.
Root Financial Partners first reported a position in Avis in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Avis position peaked at $11.6K in Q3 2025.
303 funds tracked by Wall St. Rank held Avis as of Q2 2026.

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