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Root Financial Partners’s Boston Beer SAM Stock Holding History

Root Financial Partners’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-96
Closed -$22.1K – 2633
2026
Q1 		$22.1K Buy
96
+68
+243% +$15.3K ﹤0.01% 1266
2025
Q4 		$5.46K Buy
28
+1
+4% +$206 ﹤0.01% 1736
2025
Q3 		$5.71K Buy
+27
New +$5.74K ﹤0.01% 1672

Other funds holding SAM

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
SFCM
Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Root Financial Partners sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 96 shares — an estimated $22.1K sold.

Root Financial Partners first reported a position in SAM in Q3 2025 and held it in 3 quarters. The position peaked at $22.1K in Q1 2026. 84 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Root Financial Partners reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 96 Boston Beer shares in Q2 2026, an estimated $22.1K.
  • Root Financial Partners first reported a position in Boston Beer in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Boston Beer position peaked at $22.1K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

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