RFP
JCAP

Root Financial Partners’s Jefferson Capital JCAP Stock Holding History

Root Financial Partners’s Portfolio JCAP Stock Details JCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23
Closed -$442 – 3433
2026
Q1 		$442 Buy
+23
New +$486 ﹤0.01% 2907

Other funds holding JCAP

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New York State Common Retirement Fund
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PFSRSONJ
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

Root Financial Partners sold out of Jefferson Capital (JCAP) in Q2 2026, closing a stake of 23 shares — an estimated $442 sold.

Root Financial Partners first reported a position in JCAP in Q1 2026 and held it in 1 quarter. The position peaked at $442 in Q1 2026. 9 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • Root Financial Partners reported no remaining Jefferson Capital position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 23 Jefferson Capital shares in Q2 2026, an estimated $442.
  • Root Financial Partners first reported a position in Jefferson Capital in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Jefferson Capital position peaked at $442 in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

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