Root Financial Partners’s Aptera Motors SEV Stock Holding History

Root Financial Partners’s Portfolio SEV Stock Details SEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.57K	Buy	+1,234	New	+$2.56K	﹤0.01%	2520

Other funds holding SEV

Plimoth Trust Plymouth, Massachusetts $537M AUM 32.27% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Glass Jacobson Investment Advisors Owings Mills, Maryland $326M AUM 13.52% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Root Financial Partners opened a new position in Aptera Motors (SEV) in Q3 2026: 1,234 shares worth $2.57K. The stake represents ﹤0.01% of the portfolio and ranks #2520 among its holdings.

8 funds tracked by Wall St. Rank hold SEV as of Q3 2026.

Root Financial Partners held 1,234 shares of Aptera Motors worth $2.57K as of Q3 2026.
Aptera Motors was a new Root Financial Partners position in Q3 2026.
Aptera Motors made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2520 holding.
8 funds tracked by Wall St. Rank held Aptera Motors as of Q3 2026.

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