Root Financial Partners
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Root Financial Partners’s Richtech Robotics RR Stock Holding History

Root Financial Partners’s Portfolio RR Stock Details RR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$229 Buy
+145
New +$244 ﹤0.01% 3473
2026
Q2 		– Sell
-145
Closed -$303 – 2596
2026
Q1 		$303 Buy
+145
New +$446 ﹤0.01% 3034

Other funds holding RR

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Themes Management Co
Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Root Financial Partners opened a new position in Richtech Robotics (RR) in Q3 2026: 145 shares worth $229. The stake represents ﹤0.01% of the portfolio and ranks #3473 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RR as recently as Q1 2026.

Root Financial Partners first reported a position in RR in Q1 2026 and has held it in 2 quarters since. The position peaked at $303 in Q1 2026. 83 funds tracked by Wall St. Rank hold RR as of Q3 2026.

  • Root Financial Partners held 145 shares of Richtech Robotics worth $229 as of Q3 2026.
  • Richtech Robotics was a new Root Financial Partners position in Q3 2026.
  • Richtech Robotics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3473 holding.
  • Root Financial Partners first reported a position in Richtech Robotics in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Richtech Robotics position peaked at $303 in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Richtech Robotics as of Q3 2026.

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