Root Financial Partners
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Root Financial Partners’s Smith & Wesson SWBI Stock Holding History

Root Financial Partners’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.98K Buy
+354
New +$5.02K ﹤0.01% 2236
2026
Q2 		– Sell
-266
Closed -$3.81K – 2852
2026
Q1 		$3.81K Buy
+266
New +$3.23K ﹤0.01% 2053

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

Root Financial Partners opened a new position in Smith & Wesson (SWBI) in Q3 2026: 354 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #2236 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SWBI as recently as Q1 2026.

Root Financial Partners first reported a position in SWBI in Q1 2026 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold SWBI as of Q3 2026.

  • Root Financial Partners held 354 shares of Smith & Wesson worth $4.98K as of Q3 2026.
  • Smith & Wesson was a new Root Financial Partners position in Q3 2026.
  • Smith & Wesson made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2236 holding.
  • Root Financial Partners first reported a position in Smith & Wesson in Q1 2026 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2026.

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