Root Financial Partners’s Sunrun RUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-225
Closed -$3.05K 2607
2026
Q1
$3.05K Sell
225
-75
-25% -$1.25K ﹤0.01% 2150
2025
Q4
$5.52K Buy
300
+285
+1,900% +$5.46K ﹤0.01% 1733
2025
Q3
$259 Buy
+15
New +$201 ﹤0.01% 2197

Other funds holding RUN

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

Root Financial Partners sold out of Sunrun (RUN) in Q2 2026, closing a stake of 225 shares — an estimated $3.05K sold.

Root Financial Partners first reported a position in RUN in Q3 2025 and held it in 3 quarters. The position peaked at $5.52K in Q4 2025. 397 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

  • Root Financial Partners reported no remaining Sunrun position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 225 Sunrun shares in Q2 2026, an estimated $3.05K.
  • Root Financial Partners first reported a position in Sunrun in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sunrun position peaked at $5.52K in Q4 2025.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

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