Root Financial Partners
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Root Financial Partners’s Riot Platforms RIOT Stock Holding History

Root Financial Partners’s Portfolio RIOT Stock Details RIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$42.2K Buy
+2,093
New +$44K ﹤0.01% 1166
2026
Q2 		– Sell
-2,899
Closed -$35.8K – 2557
2026
Q1 		$35.8K Buy
2,899
+1,102
+61% +$16.9K ﹤0.01% 1025
2025
Q4 		$22.8K Buy
1,797
+1,397
+349% +$23.9K ﹤0.01% 1119
2025
Q3 		$7.61K Buy
+400
New +$5.54K ﹤0.01% 1559

Other funds holding RIOT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
BPIA
Broad Peak Investment Advisers Singapore $465M AUM 74.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

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

Root Financial Partners opened a new position in Riot Platforms (RIOT) in Q3 2026: 2,093 shares worth $42.2K. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RIOT as recently as Q1 2026.

Root Financial Partners first reported a position in RIOT in Q3 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold RIOT as of Q3 2026.

  • Root Financial Partners held 2,093 shares of Riot Platforms worth $42.2K as of Q3 2026.
  • Riot Platforms was a new Root Financial Partners position in Q3 2026.
  • Riot Platforms made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1166 holding.
  • Root Financial Partners first reported a position in Riot Platforms in Q3 2025 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held Riot Platforms as of Q3 2026.

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