Root Financial Partners
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Root Financial Partners’s Marqeta MQ Stock Holding History

Root Financial Partners’s Portfolio MQ Stock Details MQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.09K Buy
+182
New +$3.01K ﹤0.01% 2427
2026
Q2 		– Sell
-249
Closed -$4.06K – 2109
2026
Q1 		$4.06K Sell
249
-4
-2% -$67 ﹤0.01% 2025
2025
Q4 		$4.8K Buy
253
+15
+6% +$288 ﹤0.01% 1776
2025
Q3 		$5.02K Buy
+238
New +$5.64K ﹤0.01% 1724

Other funds holding MQ

AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Ahara Advisors
Ahara Advisors Jersey City, New Jersey $165M AUM 22.09% 1-Year Est. Return
Sierra Summit Advisors
Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

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

Root Financial Partners opened a new position in Marqeta (MQ) in Q3 2026: 182 shares worth $3.09K. The stake represents ﹤0.01% of the portfolio and ranks #2427 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MQ as recently as Q1 2026.

Root Financial Partners first reported a position in MQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.02K in Q3 2025. 42 funds tracked by Wall St. Rank hold MQ as of Q3 2026.

  • Root Financial Partners held 182 shares of Marqeta worth $3.09K as of Q3 2026.
  • Marqeta was a new Root Financial Partners position in Q3 2026.
  • Marqeta made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2427 holding.
  • Root Financial Partners first reported a position in Marqeta in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Marqeta position peaked at $5.02K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Marqeta as of Q3 2026.

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