RFP
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Root Financial Partners’s Karat Packaging KRT Stock Holding History

Root Financial Partners’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-27
Closed -$754 – 1913
2026
Q1 		$754 Buy
+27
New +$680 ﹤0.01% 2712

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PFSRSONJ
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Root Financial Partners's KRT Position: Q2 2026 in Review

Root Financial Partners sold out of Karat Packaging (KRT) in Q2 2026, closing a stake of 27 shares — an estimated $754 sold.

Root Financial Partners first reported a position in KRT in Q1 2026 and held it in 1 quarter. The position peaked at $754 in Q1 2026. 25 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Root Financial Partners reported no remaining Karat Packaging position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 27 Karat Packaging shares in Q2 2026, an estimated $754.
  • Root Financial Partners first reported a position in Karat Packaging in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Karat Packaging position peaked at $754 in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

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