Root Financial Partners
TRP icon

Root Financial Partners’s TC Energy TRP Stock Holding History

Root Financial Partners’s Portfolio TRP Stock Details TRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.5K Buy
+233
New +$15K ﹤0.01% 1760
2026
Q2 		– Sell
-123
Closed -$7.7K – 2967
2026
Q1 		$7.7K Sell
123
-56
-31% -$3.38K ﹤0.01% 1782
2025
Q4 		$9.8K Buy
179
+114
+175% +$6.08K ﹤0.01% 1498
2025
Q3 		$3.54K Buy
+65
New +$3.26K ﹤0.01% 1838

Other funds holding TRP

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

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

Root Financial Partners opened a new position in TC Energy (TRP) in Q3 2026: 233 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #1760 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TRP as recently as Q1 2026.

Root Financial Partners first reported a position in TRP in Q3 2025 and has held it in 4 quarters since. 395 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

  • Root Financial Partners held 233 shares of TC Energy worth $13.5K as of Q3 2026.
  • TC Energy was a new Root Financial Partners position in Q3 2026.
  • TC Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1760 holding.
  • Root Financial Partners first reported a position in TC Energy in Q3 2025 and has held it in 4 quarters since.
  • 395 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

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