RFP
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Root Financial Partners’s PSQ Holdings PSQH Stock Holding History

Root Financial Partners’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-33
Closed -$265 – 2477
2026
Q1 		$265 Buy
+33
New +$392 ﹤0.01% 3083

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HIS
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GCP
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UBS Group
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Corient Private Wealth
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BlackRock
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Root Financial Partners's PSQH Position: Q2 2026 in Review

Root Financial Partners sold out of PSQ Holdings (PSQH) in Q2 2026, closing a stake of 33 shares — an estimated $265 sold.

Root Financial Partners first reported a position in PSQH in Q1 2026 and held it in 1 quarter. The position peaked at $265 in Q1 2026. 65 funds tracked by Wall St. Rank hold PSQH as of Q2 2026.

  • Root Financial Partners reported no remaining PSQ Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 33 PSQ Holdings shares in Q2 2026, an estimated $265.
  • Root Financial Partners first reported a position in PSQ Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's PSQ Holdings position peaked at $265 in Q1 2026.
  • 65 funds tracked by Wall St. Rank held PSQ Holdings as of Q2 2026.

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