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
Q1 		$265 Buy
+33
New +$392 ﹤0.01% 3083

Other funds holding PSQH

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Root Financial Partners's PSQH Position: Q1 2026 in Review

Root Financial Partners opened a new position in PSQ Holdings (PSQH) in Q1 2026: 33 shares worth $265. The stake represents ﹤0.01% of the portfolio and ranks #3083 among its holdings.

65 funds tracked by Wall St. Rank hold PSQH as of Q1 2026.

  • Root Financial Partners held 33 shares of PSQ Holdings worth $265 as of Q1 2026.
  • PSQ Holdings was a new Root Financial Partners position in Q1 2026.
  • PSQ Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3083 holding.
  • 65 funds tracked by Wall St. Rank held PSQ Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.