Root Financial Partners
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Root Financial Partners’s Octave Specialty Group OSG Stock Holding History

Root Financial Partners’s Portfolio OSG Stock Details OSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$199 Buy
+48
New +$246 ﹤0.01% 3508
2026
Q2 		– Sell
-22
Closed -$102 – 527
2026
Q1 		$102 Buy
+22
New +$126 ﹤0.01% 3276

Other funds holding OSG

PGCM
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IIA
IPG Investment Advisors San Diego, California $704M AUM 30.39% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Inscription Capital
Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return
Crown Wealth Group
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Root Financial Partners opened a new position in Octave Specialty Group (OSG) in Q3 2026: 48 shares worth $199. The stake represents ﹤0.01% of the portfolio and ranks #3508 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OSG as recently as Q1 2026.

Root Financial Partners first reported a position in OSG in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold OSG as of Q3 2026.

  • Root Financial Partners held 48 shares of Octave Specialty Group worth $199 as of Q3 2026.
  • Octave Specialty Group was a new Root Financial Partners position in Q3 2026.
  • Octave Specialty Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3508 holding.
  • Root Financial Partners first reported a position in Octave Specialty Group in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Octave Specialty Group as of Q3 2026.

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