Root Financial Partners’s Escalade ESCA Stock Holding History

Root Financial Partners’s Portfolio ESCA Stock Details ESCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4	Closed	-$69	–	1271
2026 Q1	$69	Buy	+4	New	+$60	﹤0.01%	3340

Other funds holding ESCA

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MCM

Mork Capital Management Healdsburg, California $156M AUM 39.85% 1-Year Est. Return

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

Root Financial Partners sold out of Escalade (ESCA) in Q2 2026, closing a stake of 4 shares — an estimated $69 sold.

Root Financial Partners first reported a position in ESCA in Q1 2026 and held it in 1 quarter. The position peaked at $69 in Q1 2026. 83 funds tracked by Wall St. Rank hold ESCA as of Q2 2026.

Root Financial Partners reported no remaining Escalade position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 4 Escalade shares in Q2 2026, an estimated $69.
Root Financial Partners first reported a position in Escalade in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Escalade position peaked at $69 in Q1 2026.
83 funds tracked by Wall St. Rank held Escalade as of Q2 2026.

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