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Root Financial Partners’s Procore PCOR Stock Holding History

Root Financial Partners’s Portfolio PCOR Stock Details PCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,125
Closed -$64.1K – 2365
2026
Q1 		$64.1K Buy
1,125
+1,115
+11,150% +$66K ﹤0.01% 755
2025
Q4 		$727 Hold
10
– – ﹤0.01% 2163
2025
Q3 		$729 Buy
+10
New +$698 ﹤0.01% 2107

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Root Financial Partners sold out of Procore (PCOR) in Q2 2026, closing a stake of 1,125 shares — an estimated $64.1K sold.

Root Financial Partners first reported a position in PCOR in Q3 2025 and held it in 3 quarters. The position peaked at $64.1K in Q1 2026. 401 funds tracked by Wall St. Rank hold PCOR as of Q2 2026.

  • Root Financial Partners reported no remaining Procore position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,125 Procore shares in Q2 2026, an estimated $64.1K.
  • Root Financial Partners first reported a position in Procore in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Procore position peaked at $64.1K in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Procore as of Q2 2026.

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