Root Financial Partners’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$190	Buy	+19	New	+$200	﹤0.01%	3523

Other funds holding REFI

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

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

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

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

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

Root Financial Partners opened a new position in Chicago Atlantic Real Estate Finance (REFI) in Q3 2026: 19 shares worth $190. The stake represents ﹤0.01% of the portfolio and ranks #3523 among its holdings.

51 funds tracked by Wall St. Rank hold REFI as of Q3 2026.

Root Financial Partners held 19 shares of Chicago Atlantic Real Estate Finance worth $190 as of Q3 2026.
Chicago Atlantic Real Estate Finance was a new Root Financial Partners position in Q3 2026.
Chicago Atlantic Real Estate Finance made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3523 holding.
51 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q3 2026.

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