Root Financial Partners’s Sable Offshore Corp SOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$391	Buy	+113	New	+$504	﹤0.01%	3309
2026 Q2	–	Sell	-11	Closed	-$182	–	3278
2026 Q1	$182	Buy	+11	New	+$129	﹤0.01%	3171

Other funds holding SOC

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

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

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

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

Root Financial Partners opened a new position in Sable Offshore Corp (SOC) in Q3 2026: 113 shares worth $391. The stake represents ﹤0.01% of the portfolio and ranks #3309 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SOC as recently as Q1 2026.

Root Financial Partners first reported a position in SOC in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold SOC as of Q3 2026.

Root Financial Partners held 113 shares of Sable Offshore Corp worth $391 as of Q3 2026.
Sable Offshore Corp was a new Root Financial Partners position in Q3 2026.
Sable Offshore Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3309 holding.
Root Financial Partners first reported a position in Sable Offshore Corp in Q1 2026 and has held it in 2 quarters since.
44 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q3 2026.

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