Root Financial Partners
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Root Financial Partners’s Reservoir Media RSVR Stock Holding History

Root Financial Partners’s Portfolio RSVR Stock Details RSVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$199 Buy
+21
New +$208 ﹤0.01% 3509
2026
Q2 		– Sell
-13
Closed -$127 – 2604
2026
Q1 		$127 Buy
+13
New +$108 ﹤0.01% 3239

Other funds holding RSVR

Sanders Morris Harris
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North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Torren Management
Torren Management San Diego, California $201M AUM 16.25% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

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

Root Financial Partners opened a new position in Reservoir Media (RSVR) in Q3 2026: 21 shares worth $199. The stake represents ﹤0.01% of the portfolio and ranks #3509 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RSVR as recently as Q1 2026.

Root Financial Partners first reported a position in RSVR in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold RSVR as of Q3 2026.

  • Root Financial Partners held 21 shares of Reservoir Media worth $199 as of Q3 2026.
  • Reservoir Media was a new Root Financial Partners position in Q3 2026.
  • Reservoir Media made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3509 holding.
  • Root Financial Partners first reported a position in Reservoir Media in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Reservoir Media as of Q3 2026.

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