RFP
RZLV

Root Financial Partners’s Rezolve AI RZLV Stock Holding History

Root Financial Partners’s Portfolio RZLV Stock Details RZLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,097
Closed -$2.81K – 3350
2026
Q1 		$2.81K Buy
1,097
+697
+174% +$1.97K ﹤0.01% 2177
2025
Q4 		$1.03K Buy
+400
New +$1.51K ﹤0.01% 2098

Other funds holding RZLV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Root Financial Partners sold out of Rezolve AI (RZLV) in Q2 2026, closing a stake of 1,097 shares — an estimated $2.81K sold.

Root Financial Partners first reported a position in RZLV in Q4 2025 and held it in 2 quarters. The position peaked at $2.81K in Q1 2026. 115 funds tracked by Wall St. Rank hold RZLV as of Q2 2026.

  • Root Financial Partners reported no remaining Rezolve AI position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,097 Rezolve AI shares in Q2 2026, an estimated $2.81K.
  • Root Financial Partners first reported a position in Rezolve AI in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Rezolve AI position peaked at $2.81K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held Rezolve AI as of Q2 2026.

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