Root Financial Partners’s Soho House & Co SHCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-31	Closed	-$278	–	3541
2025 Q4	$278	Buy	+31	New	+$275	﹤0.01%	2269

Other funds holding SHCO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Root Financial Partners sold out of Soho House & Co (SHCO) in Q1 2026, closing a stake of 31 shares — an estimated $278 sold.

Root Financial Partners first reported a position in SHCO in Q4 2025 and held it in 1 quarter. The position peaked at $278 in Q4 2025. 1 fund tracked by Wall St. Rank holds SHCO as of Q1 2026.

Root Financial Partners reported no remaining Soho House & Co position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 31 Soho House & Co shares in Q1 2026, an estimated $278.
Root Financial Partners first reported a position in Soho House & Co in Q4 2025 and held it in 1 quarter.
Root Financial Partners's Soho House & Co position peaked at $278 in Q4 2025.
1 fund tracked by Wall St. Rank held Soho House & Co as of Q1 2026.

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