Root Financial Partners
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Root Financial Partners’s Public Policy Holding Co PPHC Stock Holding History

Root Financial Partners’s Portfolio PPHC Stock Details PPHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$204 Buy
+20
New +$208 ﹤0.01% 3504

Other funds holding PPHC

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in Public Policy Holding Co (PPHC) in Q3 2026: 20 shares worth $204. The stake represents ﹤0.01% of the portfolio and ranks #3504 among its holdings.

7 funds tracked by Wall St. Rank hold PPHC as of Q3 2026.

  • Root Financial Partners held 20 shares of Public Policy Holding Co worth $204 as of Q3 2026.
  • Public Policy Holding Co was a new Root Financial Partners position in Q3 2026.
  • Public Policy Holding Co made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3504 holding.
  • 7 funds tracked by Wall St. Rank held Public Policy Holding Co as of Q3 2026.

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