RFP
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Root Financial Partners’s Hertz HTZ Stock Holding History

Root Financial Partners’s Portfolio HTZ Stock Details HTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.29K Buy
2,016
+207
+11% +$1K ﹤0.01% 1717
2025
Q4 		$9.3K Hold
1,809
– – ﹤0.01% 1527
2025
Q3 		$12.3K Buy
+1,809
New +$11.6K ﹤0.01% 1368

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

Root Financial Partners increased its Hertz (HTZ) stake by 11% in Q1 2026, buying an estimated $1K and bringing the position to 2,016 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Root Financial Partners first reported a position in HTZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.3K in Q3 2025. 266 funds tracked by Wall St. Rank hold HTZ as of Q1 2026.

  • Root Financial Partners held 2,016 shares of Hertz worth $9.29K as of Q1 2026.
  • Root Financial Partners bought 207 Hertz shares in Q1 2026, an estimated $1K.
  • Hertz made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1717 holding.
  • Root Financial Partners first reported a position in Hertz in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Hertz position peaked at $12.3K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Hertz as of Q1 2026.

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