Root Financial Partners’s SharonAI Holdings SHAZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$164	Buy	+3	New	+$182	﹤0.01%	3562

Other funds holding SHAZ

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MCS

Mercuria Capital Strategies Houston, Texas $175M AUM 247.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Compass Rose Asset Management New York $1.03B AUM 13.02% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

Creek Drive Management Group San Francisco, California $368M AUM 23.05% 1-Year Est. Return

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

Root Financial Partners opened a new position in SharonAI Holdings (SHAZ) in Q3 2026: 3 shares worth $164. The stake represents ﹤0.01% of the portfolio and ranks #3562 among its holdings.

54 funds tracked by Wall St. Rank hold SHAZ as of Q3 2026.

Root Financial Partners held 3 shares of SharonAI Holdings worth $164 as of Q3 2026.
SharonAI Holdings was a new Root Financial Partners position in Q3 2026.
SharonAI Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3562 holding.
54 funds tracked by Wall St. Rank held SharonAI Holdings as of Q3 2026.

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