Root Financial Partners
PSQH icon

Root Financial Partners’s PSQ HOLDINGS INC A 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
Q3 		$169 Buy
+33
New +$160 ﹤0.01% 3551
2026
Q2 		– Sell
-33
Closed -$265 – 2477
2026
Q1 		$265 Buy
+33
New +$392 ﹤0.01% 3083

Other funds holding PSQH

Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Kingsbury Capital Investment Advisors
Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Root Financial Partners opened a new position in PSQ HOLDINGS INC A (PSQH) in Q3 2026: 33 shares worth $169. The stake represents ﹤0.01% of the portfolio and ranks #3551 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PSQH as recently as Q1 2026.

Root Financial Partners first reported a position in PSQH in Q1 2026 and has held it in 2 quarters since. The position peaked at $265 in Q1 2026. 18 funds tracked by Wall St. Rank hold PSQH as of Q3 2026.

  • Root Financial Partners held 33 shares of PSQ HOLDINGS INC A worth $169 as of Q3 2026.
  • PSQ HOLDINGS INC A was a new Root Financial Partners position in Q3 2026.
  • PSQ HOLDINGS INC A made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3551 holding.
  • Root Financial Partners first reported a position in PSQ HOLDINGS INC A in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's PSQ HOLDINGS INC A position peaked at $265 in Q1 2026.
  • 18 funds tracked by Wall St. Rank held PSQ HOLDINGS INC A as of Q3 2026.

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