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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
Q2 		– Sell
-47
Closed -$2.89K – 2817
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

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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Root Financial Partners sold out of Stewart Information Services (STC) in Q2 2026, closing a stake of 47 shares — an estimated $2.89K sold.

Root Financial Partners first reported a position in STC in Q3 2025 and held it in 3 quarters. The position peaked at $6.67K in Q4 2025. 249 funds tracked by Wall St. Rank hold STC as of Q2 2026.

  • Root Financial Partners reported no remaining Stewart Information Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 47 Stewart Information Services shares in Q2 2026, an estimated $2.89K.
  • Root Financial Partners first reported a position in Stewart Information Services in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Stewart Information Services position peaked at $6.67K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Stewart Information Services as of Q2 2026.

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