RFP
OSG

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
Q2 		– Sell
-22
Closed -$102 – 527
2026
Q1 		$102 Buy
+22
New +$126 ﹤0.01% 3276

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

Root Financial Partners sold out of Octave Specialty Group (OSG) in Q2 2026, closing a stake of 22 shares — an estimated $102 sold.

Root Financial Partners first reported a position in OSG in Q1 2026 and held it in 1 quarter. The position peaked at $102 in Q1 2026. 147 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

  • Root Financial Partners reported no remaining Octave Specialty Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 22 Octave Specialty Group shares in Q2 2026, an estimated $102.
  • Root Financial Partners first reported a position in Octave Specialty Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Octave Specialty Group position peaked at $102 in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

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