Root Financial Partners’s Redwood Trust RWT Stock Holding History

Root Financial Partners’s Portfolio RWT Stock Details RWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-46	Closed	-$258	–	2617
2026 Q1	$258	Buy	+46	New	+$267	﹤0.01%	3090

Other funds holding RWT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Root Financial Partners sold out of Redwood Trust (RWT) in Q2 2026, closing a stake of 46 shares — an estimated $258 sold.

Root Financial Partners first reported a position in RWT in Q1 2026 and held it in 1 quarter. The position peaked at $258 in Q1 2026. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

Root Financial Partners reported no remaining Redwood Trust position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 46 Redwood Trust shares in Q2 2026, an estimated $258.
Root Financial Partners first reported a position in Redwood Trust in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Redwood Trust position peaked at $258 in Q1 2026.
227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

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