Root Financial Partners
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Root Financial Partners’s Herc Holdings HRI Stock Holding History

Root Financial Partners’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.2K Buy
+130
New +$19.5K ﹤0.01% 1664
2026
Q2 		– Sell
-61
Closed -$6.07K – 1644
2026
Q1 		$6.07K Buy
61
+19
+45% +$2.71K ﹤0.01% 1878
2025
Q4 		$6.23K Hold
42
– – ﹤0.01% 1692
2025
Q3 		$4.9K Buy
+42
New +$5.42K ﹤0.01% 1734

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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Blue Zone Wealth Advisors
Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return

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

Root Financial Partners opened a new position in Herc Holdings (HRI) in Q3 2026: 130 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #1664 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HRI as recently as Q1 2026.

Root Financial Partners first reported a position in HRI in Q3 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold HRI as of Q3 2026.

  • Root Financial Partners held 130 shares of Herc Holdings worth $16.2K as of Q3 2026.
  • Herc Holdings was a new Root Financial Partners position in Q3 2026.
  • Herc Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1664 holding.
  • Root Financial Partners first reported a position in Herc Holdings in Q3 2025 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2026.

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