Root Financial Partners’s Red Violet RDVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-23	Closed	-$796	–	2529
2026 Q1	$796	Buy	+23	New	+$1.01K	﹤0.01%	2687

Other funds holding RDVT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Root Financial Partners sold out of Red Violet (RDVT) in Q2 2026, closing a stake of 23 shares — an estimated $796 sold.

Root Financial Partners first reported a position in RDVT in Q1 2026 and held it in 1 quarter. The position peaked at $796 in Q1 2026. 29 funds tracked by Wall St. Rank hold RDVT as of Q2 2026.

Root Financial Partners reported no remaining Red Violet position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 23 Red Violet shares in Q2 2026, an estimated $796.
Root Financial Partners first reported a position in Red Violet in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Red Violet position peaked at $796 in Q1 2026.
29 funds tracked by Wall St. Rank held Red Violet as of Q2 2026.

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