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 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

Other funds holding SA

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Root Financial Partners held its Seabridge Gold (SA) position steady in Q1 2026 at 5,000 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #433.

Root Financial Partners first reported a position in SA in Q3 2025 and has held it in 3 quarters since. The position peaked at $148K in Q4 2025. 197 funds tracked by Wall St. Rank hold SA as of Q1 2026.

Root Financial Partners held 5,000 shares of Seabridge Gold worth $142K as of Q1 2026.
Root Financial Partners left its Seabridge Gold share count unchanged in Q1 2026.
Seabridge Gold made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #433 holding.
Root Financial Partners first reported a position in Seabridge Gold in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Seabridge Gold position peaked at $148K in Q4 2025.
197 funds tracked by Wall St. Rank held Seabridge Gold as of Q1 2026.

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