Root Financial Partners
REI icon

Root Financial Partners’s Ring Energy REI Stock Holding History

Root Financial Partners’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.98K Buy
+2,279
New +$3.04K ﹤0.01% 2452

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UBS Group
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State Street
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Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in Ring Energy (REI) in Q3 2026: 2,279 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #2452 among its holdings.

137 funds tracked by Wall St. Rank hold REI as of Q3 2026.

  • Root Financial Partners held 2,279 shares of Ring Energy worth $2.98K as of Q3 2026.
  • Ring Energy was a new Root Financial Partners position in Q3 2026.
  • Ring Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2452 holding.
  • 137 funds tracked by Wall St. Rank held Ring Energy as of Q3 2026.

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