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 Q2	–	Sell	-266	Closed	-$3.81K	–	2852
2026 Q1	$3.81K	Buy	+266	New	+$3.23K	﹤0.01%	2053

Other funds holding SWBI

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Root Financial Partners sold out of Smith & Wesson (SWBI) in Q2 2026, closing a stake of 266 shares — an estimated $3.81K sold.

Root Financial Partners first reported a position in SWBI in Q1 2026 and held it in 1 quarter. The position peaked at $3.81K in Q1 2026. 199 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

Root Financial Partners reported no remaining Smith & Wesson position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 266 Smith & Wesson shares in Q2 2026, an estimated $3.81K.
Root Financial Partners first reported a position in Smith & Wesson in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Smith & Wesson position peaked at $3.81K in Q1 2026.
199 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

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