Root Financial Partners
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Root Financial Partners’s RingCentral RNG Stock Holding History

Root Financial Partners’s Portfolio RNG Stock Details RNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.1K Buy
+202
New +$12.3K ﹤0.01% 1708
2026
Q2 		– Sell
-192
Closed -$7.14K – 2578
2026
Q1 		$7.14K Buy
192
+99
+106% +$3.19K ﹤0.01% 1810
2025
Q4 		$2.69K Sell
93
-1
-1% -$28 ﹤0.01% 1931
2025
Q3 		$2.66K Buy
+94
New +$2.74K ﹤0.01% 1909

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Harel Insurance Investments & Financial Services
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Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

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

Root Financial Partners opened a new position in RingCentral (RNG) in Q3 2026: 202 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #1708 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RNG as recently as Q1 2026.

Root Financial Partners first reported a position in RNG in Q3 2025 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold RNG as of Q3 2026.

  • Root Financial Partners held 202 shares of RingCentral worth $15.1K as of Q3 2026.
  • RingCentral was a new Root Financial Partners position in Q3 2026.
  • RingCentral made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1708 holding.
  • Root Financial Partners first reported a position in RingCentral in Q3 2025 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held RingCentral as of Q3 2026.

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