Root Financial Partners’s ON24 ONTF Stock Holding History

Root Financial Partners’s Portfolio ONTF Stock Details ONTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-70	Closed	-$567	–	2304
2026 Q1	$567	Buy	+70	New	+$560	﹤0.01%	2828

Other funds holding ONTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Root Financial Partners sold out of ON24 (ONTF) in Q2 2026, closing a stake of 70 shares — an estimated $567 sold.

Root Financial Partners first reported a position in ONTF in Q1 2026 and held it in 1 quarter. The position peaked at $567 in Q1 2026. 1 fund tracked by Wall St. Rank holds ONTF as of Q2 2026.

Root Financial Partners reported no remaining ON24 position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 70 ON24 shares in Q2 2026, an estimated $567.
Root Financial Partners first reported a position in ON24 in Q1 2026 and held it in 1 quarter.
Root Financial Partners's ON24 position peaked at $567 in Q1 2026.
1 fund tracked by Wall St. Rank held ON24 as of Q2 2026.

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