Root Financial Partners
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Root Financial Partners’s TOYO Co TOYO Stock Holding History

Root Financial Partners’s Portfolio TOYO Stock Details TOYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$383 Buy
+88
New +$442 ﹤0.01% 3324

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SBI Securities
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Sterling Capital Management
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Root Financial Partners opened a new position in TOYO Co (TOYO) in Q3 2026: 88 shares worth $383. The stake represents ﹤0.01% of the portfolio and ranks #3324 among its holdings.

9 funds tracked by Wall St. Rank hold TOYO as of Q3 2026.

  • Root Financial Partners held 88 shares of TOYO Co worth $383 as of Q3 2026.
  • TOYO Co was a new Root Financial Partners position in Q3 2026.
  • TOYO Co made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3324 holding.
  • 9 funds tracked by Wall St. Rank held TOYO Co as of Q3 2026.

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