Root Financial Partners
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Root Financial Partners’s Seabridge Gold SA Stock Holding History

Root Financial Partners’s Portfolio SA Stock Details SA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$142K Buy
+5,000
New +$147K ﹤0.01% 577
2026
Q2 		– Sell
-5,000
Closed -$142K – 2626
2026
Q1 		$142K Hold
5,000
– – 0.01% 433
2025
Q4 		$148K Hold
5,000
– – 0.01% 350
2025
Q3 		$121K Buy
+5,000
New +$86.5K 0.01% 387

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CIBC World Market
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Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $11.3B AUM 7.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Fiduciary Trust
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Root Financial Partners's SA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Seabridge Gold (SA) in Q3 2026: 5,000 shares worth $142K. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SA as recently as Q1 2026.

Root Financial Partners first reported a position in SA in Q3 2025 and has held it in 4 quarters since. The position peaked at $148K in Q4 2025. 168 funds tracked by Wall St. Rank hold SA as of Q3 2026.

  • Root Financial Partners held 5,000 shares of Seabridge Gold worth $142K as of Q3 2026.
  • Seabridge Gold was a new Root Financial Partners position in Q3 2026.
  • Seabridge Gold made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #577 holding.
  • Root Financial Partners first reported a position in Seabridge Gold in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Seabridge Gold position peaked at $148K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held Seabridge Gold as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.