Root Financial Partners
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
Q3 		$5.88K Buy
+106
New +$6.28K ﹤0.01% 2162
2026
Q2 		– Sell
-526
Closed -$24.9K – 2505
2026
Q1 		$24.9K Buy
+526
New +$29.6K ﹤0.01% 1199

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

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

Root Financial Partners opened a new position in Q2 Holdings (QTWO) in Q3 2026: 106 shares worth $5.88K. The stake represents ﹤0.01% of the portfolio and ranks #2162 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in QTWO as recently as Q1 2026.

Root Financial Partners first reported a position in QTWO in Q1 2026 and has held it in 2 quarters since. The position peaked at $24.9K in Q1 2026. 288 funds tracked by Wall St. Rank hold QTWO as of Q3 2026.

  • Root Financial Partners held 106 shares of Q2 Holdings worth $5.88K as of Q3 2026.
  • Q2 Holdings was a new Root Financial Partners position in Q3 2026.
  • Q2 Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2162 holding.
  • Root Financial Partners first reported a position in Q2 Holdings in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Q2 Holdings position peaked at $24.9K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2026.

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