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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
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

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Root Financial Partners sold out of TriplePoint Venture Growth BDC (TPVG) in Q2 2026, closing a stake of 9 shares — an estimated $46 sold.

Root Financial Partners first reported a position in TPVG in Q3 2025 and held it in 3 quarters. The position peaked at $5.82K in Q3 2025. 62 funds tracked by Wall St. Rank hold TPVG as of Q2 2026.

  • Root Financial Partners reported no remaining TriplePoint Venture Growth BDC position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 9 TriplePoint Venture Growth BDC shares in Q2 2026, an estimated $46.
  • Root Financial Partners first reported a position in TriplePoint Venture Growth BDC in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's TriplePoint Venture Growth BDC position peaked at $5.82K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2026.

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