RFP
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Root Financial Partners’s Forestar Group FOR Stock Holding History

Root Financial Partners’s Portfolio FOR Stock Details FOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-24
Closed -$587 – 1418
2026
Q1 		$587 Buy
+24
New +$643 ﹤0.01% 2811

Other funds holding FOR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

Root Financial Partners sold out of Forestar Group (FOR) in Q2 2026, closing a stake of 24 shares — an estimated $587 sold.

Root Financial Partners first reported a position in FOR in Q1 2026 and held it in 1 quarter. The position peaked at $587 in Q1 2026. 28 funds tracked by Wall St. Rank hold FOR as of Q2 2026.

  • Root Financial Partners reported no remaining Forestar Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 24 Forestar Group shares in Q2 2026, an estimated $587.
  • Root Financial Partners first reported a position in Forestar Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Forestar Group position peaked at $587 in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Forestar Group as of Q2 2026.

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