Root Financial Partners’s Rhinebeck Bancorp RBKB Stock Holding History

Root Financial Partners’s Portfolio RBKB Stock Details RBKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$31	–	2518
2026 Q1	$31	Buy	+2	New	+$28	﹤0.01%	3422

Other funds holding RBKB

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AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Root Financial Partners sold out of Rhinebeck Bancorp (RBKB) in Q2 2026, closing a stake of 2 shares — an estimated $31 sold.

Root Financial Partners first reported a position in RBKB in Q1 2026 and held it in 1 quarter. The position peaked at $31 in Q1 2026. 47 funds tracked by Wall St. Rank hold RBKB as of Q2 2026.

Root Financial Partners reported no remaining Rhinebeck Bancorp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2 Rhinebeck Bancorp shares in Q2 2026, an estimated $31.
Root Financial Partners first reported a position in Rhinebeck Bancorp in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Rhinebeck Bancorp position peaked at $31 in Q1 2026.
47 funds tracked by Wall St. Rank held Rhinebeck Bancorp as of Q2 2026.

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