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Root Financial Partners’s eGain EGAN Stock Holding History

Root Financial Partners’s Portfolio EGAN Stock Details EGAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-61
Closed -$481 – 1213
2026
Q1 		$481 Buy
+61
New +$589 ﹤0.01% 2878

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KCM
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WS
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PFSRSONJ
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New York State Common Retirement Fund
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TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
EWA
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Root Financial Partners's EGAN Position: Q2 2026 in Review

Root Financial Partners sold out of eGain (EGAN) in Q2 2026, closing a stake of 61 shares — an estimated $481 sold.

Root Financial Partners first reported a position in EGAN in Q1 2026 and held it in 1 quarter. The position peaked at $481 in Q1 2026. 15 funds tracked by Wall St. Rank hold EGAN as of Q2 2026.

  • Root Financial Partners reported no remaining eGain position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 61 eGain shares in Q2 2026, an estimated $481.
  • Root Financial Partners first reported a position in eGain in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's eGain position peaked at $481 in Q1 2026.
  • 15 funds tracked by Wall St. Rank held eGain as of Q2 2026.

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