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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's RZLV Position: Q1 2026 in Review

Root Financial Partners increased its Rezolve AI (RZLV) stake by 174% in Q1 2026, buying an estimated $1.97K and bringing the position to 1,097 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Root Financial Partners first reported a position in RZLV in Q4 2025 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold RZLV as of Q1 2026.

  • Root Financial Partners held 1,097 shares of Rezolve AI worth $2.81K as of Q1 2026.
  • Root Financial Partners bought 697 Rezolve AI shares in Q1 2026, an estimated $1.97K.
  • Rezolve AI made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2177 holding.
  • Root Financial Partners first reported a position in Rezolve AI in Q4 2025 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Rezolve AI as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.