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 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

Other funds holding SA

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Root Financial Partners sold out of Seabridge Gold (SA) in Q2 2026, closing a stake of 5,000 shares — an estimated $142K sold.

Root Financial Partners first reported a position in SA in Q3 2025 and held it in 3 quarters. The position peaked at $148K in Q4 2025. 180 funds tracked by Wall St. Rank hold SA as of Q2 2026.

Root Financial Partners reported no remaining Seabridge Gold position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 5,000 Seabridge Gold shares in Q2 2026, an estimated $142K.
Root Financial Partners first reported a position in Seabridge Gold in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Seabridge Gold position peaked at $148K in Q4 2025.
180 funds tracked by Wall St. Rank held Seabridge Gold as of Q2 2026.

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