Root Financial Partners
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Root Financial Partners’s OPAL Fuels OPAL Stock Holding History

Root Financial Partners’s Portfolio OPAL Stock Details OPAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$103 Buy
+59
New +$125 ﹤0.01% 3637
2026
Q2 		– Sell
-62
Closed -$156 – 2306
2026
Q1 		$156 Buy
+62
New +$142 ﹤0.01% 3201

Other funds holding OPAL

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Sterling Capital Management
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

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

Root Financial Partners opened a new position in OPAL Fuels (OPAL) in Q3 2026: 59 shares worth $103. The stake represents ﹤0.01% of the portfolio and ranks #3637 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OPAL as recently as Q1 2026.

Root Financial Partners first reported a position in OPAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $156 in Q1 2026. 10 funds tracked by Wall St. Rank hold OPAL as of Q3 2026.

  • Root Financial Partners held 59 shares of OPAL Fuels worth $103 as of Q3 2026.
  • OPAL Fuels was a new Root Financial Partners position in Q3 2026.
  • OPAL Fuels made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3637 holding.
  • Root Financial Partners first reported a position in OPAL Fuels in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's OPAL Fuels position peaked at $156 in Q1 2026.
  • 10 funds tracked by Wall St. Rank held OPAL Fuels as of Q3 2026.

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