Root Financial Partners’s First Guaranty Bancshares FGBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$40	Buy	+5	New	+$45	﹤0.01%	3743

Other funds holding FGBI

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Root Financial Partners opened a new position in First Guaranty Bancshares (FGBI) in Q3 2026: 5 shares worth $40. The stake represents ﹤0.01% of the portfolio and ranks #3743 among its holdings.

12 funds tracked by Wall St. Rank hold FGBI as of Q3 2026.

Root Financial Partners held 5 shares of First Guaranty Bancshares worth $40 as of Q3 2026.
First Guaranty Bancshares was a new Root Financial Partners position in Q3 2026.
First Guaranty Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3743 holding.
12 funds tracked by Wall St. Rank held First Guaranty Bancshares as of Q3 2026.

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