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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
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

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Root Financial Partners's HRI Position: Q1 2026 in Review

Root Financial Partners increased its Herc Holdings (HRI) stake by 45% in Q1 2026, buying an estimated $2.71K and bringing the position to 61 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Root Financial Partners first reported a position in HRI in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.23K in Q4 2025. 300 funds tracked by Wall St. Rank hold HRI as of Q1 2026.

  • Root Financial Partners held 61 shares of Herc Holdings worth $6.07K as of Q1 2026.
  • Root Financial Partners bought 19 Herc Holdings shares in Q1 2026, an estimated $2.71K.
  • Herc Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1878 holding.
  • Root Financial Partners first reported a position in Herc Holdings in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Herc Holdings position peaked at $6.23K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Herc Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.