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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
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 $9.47B AUM 60.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Root Financial Partners's CAR Position: Q1 2026 in Review

Root Financial Partners reduced its Avis (CAR) stake by 42% in Q1 2026, selling an estimated $3.42K and leaving 41 shares worth $5.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

Root Financial Partners first reported a position in CAR in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.6K in Q3 2025. 291 funds tracked by Wall St. Rank hold CAR as of Q1 2026.

  • Root Financial Partners held 41 shares of Avis worth $5.98K as of Q1 2026.
  • Root Financial Partners sold 30 Avis shares in Q1 2026, an estimated $3.42K.
  • Avis made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1885 holding.
  • Root Financial Partners first reported a position in Avis in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Avis position peaked at $11.6K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Avis as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.