Root Financial Partners’s Red Cat Holdings RCAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$116	Buy	+18	New	+$152	﹤0.01%	3620
2026 Q2	–	Sell	-5,009	Closed	-$65.6K	–	2520
2026 Q1	$65.6K	Buy	+5,009	New	+$68.4K	﹤0.01%	745
2025 Q4	–	Sell	-5,000	Closed	-$51.8K	–	2509
2025 Q3	$51.8K	Buy	+5,000	New	+$46.7K	﹤0.01%	657

Other funds holding RCAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cedrus Wealth Group LLC Andover, Minnesota $129M AUM 13.93% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Root Financial Partners opened a new position in Red Cat Holdings (RCAT) in Q3 2026: 18 shares worth $116. The stake represents ﹤0.01% of the portfolio and ranks #3620 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RCAT as recently as Q1 2026.

Root Financial Partners first reported a position in RCAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $65.6K in Q1 2026. 142 funds tracked by Wall St. Rank hold RCAT as of Q3 2026.

Root Financial Partners held 18 shares of Red Cat Holdings worth $116 as of Q3 2026.
Red Cat Holdings was a new Root Financial Partners position in Q3 2026.
Red Cat Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3620 holding.
Root Financial Partners first reported a position in Red Cat Holdings in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Red Cat Holdings position peaked at $65.6K in Q1 2026.
142 funds tracked by Wall St. Rank held Red Cat Holdings as of Q3 2026.

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