Root Financial Partners’s Tri Pointe Homes TPH Stock Holding History

Root Financial Partners’s Portfolio TPH Stock Details TPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-528	Closed	-$24.7K	–	2949
2026 Q1	$24.7K	Buy	528 +104	+25%	+$4.23K	﹤0.01%	1200
2025 Q4	$13.3K	Buy	424 +23	+6%	+$748	﹤0.01%	1370
2025 Q3	$13.6K	Buy	+401	New	+$13.7K	﹤0.01%	1306

Other funds holding TPH

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Root Financial Partners sold out of Tri Pointe Homes (TPH) in Q2 2026, closing a stake of 528 shares — an estimated $24.7K sold.

Root Financial Partners first reported a position in TPH in Q3 2025 and held it in 3 quarters. The position peaked at $24.7K in Q1 2026. 2 funds tracked by Wall St. Rank hold TPH as of Q2 2026.

Root Financial Partners reported no remaining Tri Pointe Homes position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 528 Tri Pointe Homes shares in Q2 2026, an estimated $24.7K.
Root Financial Partners first reported a position in Tri Pointe Homes in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Tri Pointe Homes position peaked at $24.7K in Q1 2026.
2 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2026.

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