RFP
RSVR

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
Q2 		– Sell
-13
Closed -$127 – 2604
2026
Q1 		$127 Buy
+13
New +$108 ﹤0.01% 3239

Other funds holding RSVR

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

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

Root Financial Partners sold out of Reservoir Media (RSVR) in Q2 2026, closing a stake of 13 shares — an estimated $127 sold.

Root Financial Partners first reported a position in RSVR in Q1 2026 and held it in 1 quarter. The position peaked at $127 in Q1 2026. 12 funds tracked by Wall St. Rank hold RSVR as of Q2 2026.

  • Root Financial Partners reported no remaining Reservoir Media position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 13 Reservoir Media shares in Q2 2026, an estimated $127.
  • Root Financial Partners first reported a position in Reservoir Media in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Reservoir Media position peaked at $127 in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Reservoir Media as of Q2 2026.

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