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 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

Other funds holding RNG

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Root Financial Partners's RNG Position: Q2 2026 in Review

Root Financial Partners sold out of RingCentral (RNG) in Q2 2026, closing a stake of 192 shares — an estimated $7.14K sold.

Root Financial Partners first reported a position in RNG in Q3 2025 and held it in 3 quarters. The position peaked at $7.14K in Q1 2026. 379 funds tracked by Wall St. Rank hold RNG as of Q2 2026.

Root Financial Partners reported no remaining RingCentral position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 192 RingCentral shares in Q2 2026, an estimated $7.14K.
Root Financial Partners first reported a position in RingCentral in Q3 2025 and held it in 3 quarters.
Root Financial Partners's RingCentral position peaked at $7.14K in Q1 2026.
379 funds tracked by Wall St. Rank held RingCentral as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.