Root Financial Partners’s SEACOR Marine Holdings SMHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-37	Closed	-$265	–	2742
2026 Q1	$265	Buy	+37	New	+$260	﹤0.01%	3084

Other funds holding SMHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Robotti Robert $620M AUM 55.18% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Root Financial Partners sold out of SEACOR Marine Holdings (SMHI) in Q2 2026, closing a stake of 37 shares — an estimated $265 sold.

Root Financial Partners first reported a position in SMHI in Q1 2026 and held it in 1 quarter. The position peaked at $265 in Q1 2026. 95 funds tracked by Wall St. Rank hold SMHI as of Q2 2026.

Root Financial Partners reported no remaining SEACOR Marine Holdings position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 37 SEACOR Marine Holdings shares in Q2 2026, an estimated $265.
Root Financial Partners first reported a position in SEACOR Marine Holdings in Q1 2026 and held it in 1 quarter.
Root Financial Partners's SEACOR Marine Holdings position peaked at $265 in Q1 2026.
95 funds tracked by Wall St. Rank held SEACOR Marine Holdings as of Q2 2026.

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