Root Financial Partners’s TriplePoint Venture Growth BDC TPVG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$45	Buy	+9	New	+$45	﹤0.01%	3734
2026 Q2	–	Sell	-9	Closed	-$46	–	2950
2026 Q1	$46	Hold	9	–	–	﹤0.01%	3389
2025 Q4	$61	Sell	9 -1,000	-99%	-$5.99K	﹤0.01%	2363
2025 Q3	$5.82K	Buy	+1,009	New	+$6.71K	﹤0.01%	1663

Other funds holding TPVG

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return

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

Root Financial Partners opened a new position in TriplePoint Venture Growth BDC (TPVG) in Q3 2026: 9 shares worth $45. The stake represents ﹤0.01% of the portfolio and ranks #3734 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TPVG as recently as Q1 2026.

Root Financial Partners first reported a position in TPVG in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.82K in Q3 2025. 33 funds tracked by Wall St. Rank hold TPVG as of Q3 2026.

Root Financial Partners held 9 shares of TriplePoint Venture Growth BDC worth $45 as of Q3 2026.
TriplePoint Venture Growth BDC was a new Root Financial Partners position in Q3 2026.
TriplePoint Venture Growth BDC made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3734 holding.
Root Financial Partners first reported a position in TriplePoint Venture Growth BDC in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's TriplePoint Venture Growth BDC position peaked at $5.82K in Q3 2025.
33 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q3 2026.

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