Root Financial Partners
DV icon

Root Financial Partners’s DoubleVerify DV Stock Holding History

Root Financial Partners’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.7K Buy
+274
New +$3.44K ﹤0.01% 2345
2026
Q2 		– Sell
-904
Closed -$8.59K – 1170
2026
Q1 		$8.59K Buy
904
+892
+7,433% +$9.12K ﹤0.01% 1743
2025
Q4 		$137 Sell
12
-75
-86% -$827 ﹤0.01% 2313
2025
Q3 		$1.04K Buy
+87
New +$1.29K ﹤0.01% 2047

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Bank of New York Mellon
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ZWJ Investment Counsel
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Citigroup
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ABC Arbitrage
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Creative Planning
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Gagnon Securities
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Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

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

Root Financial Partners opened a new position in DoubleVerify (DV) in Q3 2026: 274 shares worth $3.7K. The stake represents ﹤0.01% of the portfolio and ranks #2345 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DV as recently as Q1 2026.

Root Financial Partners first reported a position in DV in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.59K in Q1 2026. 108 funds tracked by Wall St. Rank hold DV as of Q3 2026.

  • Root Financial Partners held 274 shares of DoubleVerify worth $3.7K as of Q3 2026.
  • DoubleVerify was a new Root Financial Partners position in Q3 2026.
  • DoubleVerify made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2345 holding.
  • Root Financial Partners first reported a position in DoubleVerify in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's DoubleVerify position peaked at $8.59K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2026.

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