Root Financial Partners’s RCI Hospitality Holdings RICK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$918	Buy	+34	New	+$949	﹤0.01%	2984

Other funds holding RICK

Ridgewood Investments Springfield, New Jersey $271M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

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

Root Financial Partners opened a new position in RCI Hospitality Holdings (RICK) in Q3 2026: 34 shares worth $918. The stake represents ﹤0.01% of the portfolio and ranks #2984 among its holdings.

15 funds tracked by Wall St. Rank hold RICK as of Q3 2026.

Root Financial Partners held 34 shares of RCI Hospitality Holdings worth $918 as of Q3 2026.
RCI Hospitality Holdings was a new Root Financial Partners position in Q3 2026.
RCI Hospitality Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2984 holding.
15 funds tracked by Wall St. Rank held RCI Hospitality Holdings as of Q3 2026.

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