RFP
SWKH

Root Financial Partners’s SWK Holdings SWKH Stock Holding History

Root Financial Partners’s Portfolio SWKH Stock Details SWKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17 Buy
+1
New +$17 ﹤0.01% 3442

Other funds holding SWKH

CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $103M AUM 77.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Root Financial Partners opened a new position in SWK Holdings (SWKH) in Q1 2026: 1 share worth $17. The stake represents ﹤0.01% of the portfolio and ranks #3442 among its holdings.

60 funds tracked by Wall St. Rank hold SWKH as of Q1 2026.

  • Root Financial Partners held 1 share of SWK Holdings worth $17 as of Q1 2026.
  • SWK Holdings was a new Root Financial Partners position in Q1 2026.
  • SWK Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3442 holding.
  • 60 funds tracked by Wall St. Rank held SWK Holdings as of Q1 2026.

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