RFP
QTWO icon

Root Financial Partners’s Q2 Holdings QTWO Stock Holding History

Root Financial Partners’s Portfolio QTWO Stock Details QTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-526
Closed -$24.9K – 2505
2026
Q1 		$24.9K Buy
+526
New +$29.6K ﹤0.01% 1199

Other funds holding QTWO

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Root Financial Partners sold out of Q2 Holdings (QTWO) in Q2 2026, closing a stake of 526 shares — an estimated $24.9K sold.

Root Financial Partners first reported a position in QTWO in Q1 2026 and held it in 1 quarter. The position peaked at $24.9K in Q1 2026. 73 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • Root Financial Partners reported no remaining Q2 Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 526 Q2 Holdings shares in Q2 2026, an estimated $24.9K.
  • Root Financial Partners first reported a position in Q2 Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Q2 Holdings position peaked at $24.9K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

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