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Root Financial Partners’s SiriusPoint SPNT Stock Holding History

Root Financial Partners’s Portfolio SPNT Stock Details SPNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-203
Closed -$4.37K – 2785
2026
Q1 		$4.37K Buy
203
+66
+48% +$1.36K ﹤0.01% 2000
2025
Q4 		$3K Buy
137
+16
+13% +$321 ﹤0.01% 1902
2025
Q3 		$2.19K Buy
+121
New +$2.26K ﹤0.01% 1941

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DSC
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Root Financial Partners sold out of SiriusPoint (SPNT) in Q2 2026, closing a stake of 203 shares — an estimated $4.37K sold.

Root Financial Partners first reported a position in SPNT in Q3 2025 and held it in 3 quarters. The position peaked at $4.37K in Q1 2026. 253 funds tracked by Wall St. Rank hold SPNT as of Q2 2026.

  • Root Financial Partners reported no remaining SiriusPoint position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 203 SiriusPoint shares in Q2 2026, an estimated $4.37K.
  • Root Financial Partners first reported a position in SiriusPoint in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's SiriusPoint position peaked at $4.37K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held SiriusPoint as of Q2 2026.

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