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Root Financial Partners’s Tidewater TDW Stock Holding History

Root Financial Partners’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-172
Closed -$14.4K – 2885
2026
Q1 		$14.4K Buy
172
+19
+12% +$1.32K ﹤0.01% 1509
2025
Q4 		$7.73K Buy
153
+32
+26% +$1.69K ﹤0.01% 1614
2025
Q3 		$6.45K Buy
+121
New +$6.63K ﹤0.01% 1623

Other funds holding TDW

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Root Financial Partners sold out of Tidewater (TDW) in Q2 2026, closing a stake of 172 shares — an estimated $14.4K sold.

Root Financial Partners first reported a position in TDW in Q3 2025 and held it in 3 quarters. The position peaked at $14.4K in Q1 2026. 84 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Root Financial Partners reported no remaining Tidewater position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 172 Tidewater shares in Q2 2026, an estimated $14.4K.
  • Root Financial Partners first reported a position in Tidewater in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Tidewater position peaked at $14.4K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

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