Root Financial Partners
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Root Financial Partners’s Investors Title Co ITIC Stock Holding History

Root Financial Partners’s Portfolio ITIC Stock Details ITIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.55K Buy
+9
New +$2.6K ﹤0.01% 2522
2026
Q2 		– Sell
-3
Closed -$652 – 1800
2026
Q1 		$652 Buy
+3
New +$723 ﹤0.01% 2775

Other funds holding ITIC

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GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sterling Wealth Management
Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Root Financial Partners opened a new position in Investors Title Co (ITIC) in Q3 2026: 9 shares worth $2.55K. The stake represents ﹤0.01% of the portfolio and ranks #2522 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ITIC as recently as Q1 2026.

Root Financial Partners first reported a position in ITIC in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold ITIC as of Q3 2026.

  • Root Financial Partners held 9 shares of Investors Title Co worth $2.55K as of Q3 2026.
  • Investors Title Co was a new Root Financial Partners position in Q3 2026.
  • Investors Title Co made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2522 holding.
  • Root Financial Partners first reported a position in Investors Title Co in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Investors Title Co as of Q3 2026.

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