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Root Financial Partners’s The Oncology Institute TOI Stock Holding History

Root Financial Partners’s Portfolio TOI Stock Details TOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$157 Buy
+51
New +$156 ﹤0.01% 3200

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

Root Financial Partners opened a new position in The Oncology Institute (TOI) in Q1 2026: 51 shares worth $157. The stake represents ﹤0.01% of the portfolio and ranks #3200 among its holdings.

115 funds tracked by Wall St. Rank hold TOI as of Q1 2026.

  • Root Financial Partners held 51 shares of The Oncology Institute worth $157 as of Q1 2026.
  • The Oncology Institute was a new Root Financial Partners position in Q1 2026.
  • The Oncology Institute made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3200 holding.
  • 115 funds tracked by Wall St. Rank held The Oncology Institute as of Q1 2026.

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