Root Financial Partners
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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
Q3 		$152 Buy
+12
New +$163 ﹤0.01% 3575
2026
Q2 		– Sell
-2
Closed -$31 – 2518
2026
Q1 		$31 Buy
+2
New +$28 ﹤0.01% 3422

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Nuveen
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Russell Investments Group
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Equitable Trust
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Bank of New York Mellon
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Focused Wealth Management
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Root Financial Partners's RBKB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Rhinebeck Bancorp (RBKB) in Q3 2026: 12 shares worth $152. The stake represents ﹤0.01% of the portfolio and ranks #3575 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RBKB as recently as Q1 2026.

Root Financial Partners first reported a position in RBKB in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold RBKB as of Q3 2026.

  • Root Financial Partners held 12 shares of Rhinebeck Bancorp worth $152 as of Q3 2026.
  • Rhinebeck Bancorp was a new Root Financial Partners position in Q3 2026.
  • Rhinebeck Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3575 holding.
  • Root Financial Partners first reported a position in Rhinebeck Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Rhinebeck Bancorp as of Q3 2026.

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