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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
Q2 		– Sell
-11
Closed -$182 – 3278
2026
Q1 		$182 Buy
+11
New +$129 ﹤0.01% 3171

Other funds holding SOC

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CGIC
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Root Financial Partners sold out of Sable Offshore Corp (SOC) in Q2 2026, closing a stake of 11 shares — an estimated $182 sold.

Root Financial Partners first reported a position in SOC in Q1 2026 and held it in 1 quarter. The position peaked at $182 in Q1 2026. 245 funds tracked by Wall St. Rank hold SOC as of Q2 2026.

  • Root Financial Partners reported no remaining Sable Offshore Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 11 Sable Offshore Corp shares in Q2 2026, an estimated $182.
  • Root Financial Partners first reported a position in Sable Offshore Corp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Sable Offshore Corp position peaked at $182 in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q2 2026.

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