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Root Financial Partners’s Coda Octopus Group CODA Stock Holding History

Root Financial Partners’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-50
Closed -$565 – 979
2026
Q1 		$565 Buy
+50
New +$612 ﹤0.01% 2830

Other funds holding CODA

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

Root Financial Partners sold out of Coda Octopus Group (CODA) in Q2 2026, closing a stake of 50 shares — an estimated $565 sold.

Root Financial Partners first reported a position in CODA in Q1 2026 and held it in 1 quarter. The position peaked at $565 in Q1 2026. 9 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

  • Root Financial Partners reported no remaining Coda Octopus Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 50 Coda Octopus Group shares in Q2 2026, an estimated $565.
  • Root Financial Partners first reported a position in Coda Octopus Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Coda Octopus Group position peaked at $565 in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

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