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Root Financial Partners’s Stewart Information Services STC Stock Holding History

Root Financial Partners’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.89K Sell
47
-48
-51% -$3.2K ﹤0.01% 2164
2025
Q4 		$6.67K Buy
95
+8
+9% +$576 ﹤0.01% 1666
2025
Q3 		$6.38K Buy
+87
New +$5.99K ﹤0.01% 1627

Other funds holding STC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Root Financial Partners reduced its Stewart Information Services (STC) stake by 51% in Q1 2026, selling an estimated $3.2K and leaving 47 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

Root Financial Partners first reported a position in STC in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.67K in Q4 2025. 244 funds tracked by Wall St. Rank hold STC as of Q1 2026.

  • Root Financial Partners held 47 shares of Stewart Information Services worth $2.89K as of Q1 2026.
  • Root Financial Partners sold 48 Stewart Information Services shares in Q1 2026, an estimated $3.2K.
  • Stewart Information Services made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2164 holding.
  • Root Financial Partners first reported a position in Stewart Information Services in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Stewart Information Services position peaked at $6.67K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held Stewart Information Services as of Q1 2026.

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