Root Financial Partners’s Sturm, Ruger & Co RGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.36K	Buy	+34	New	+$1.29K	﹤0.01%	2476

Other funds holding RGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JIC

JRM Investment Counsel Omaha, Nebraska $375M AUM 13.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Root Financial Partners's RGR Position: Q1 2026 in Review

Root Financial Partners opened a new position in Sturm, Ruger & Co (RGR) in Q1 2026: 34 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #2476 among its holdings.

190 funds tracked by Wall St. Rank hold RGR as of Q1 2026.

Root Financial Partners held 34 shares of Sturm, Ruger & Co worth $1.36K as of Q1 2026.
Sturm, Ruger & Co was a new Root Financial Partners position in Q1 2026.
Sturm, Ruger & Co made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2476 holding.
190 funds tracked by Wall St. Rank held Sturm, Ruger & Co as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.