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 Q2	–	Sell	-123	Closed	-$7.7K	–	2967
2026 Q1	$7.7K	Sell	123 -56	-31%	-$3.38K	﹤0.01%	1782
2025 Q4	$9.85K	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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Root Financial Partners sold out of TC Energy (TRP) in Q2 2026, closing a stake of 123 shares — an estimated $7.7K sold.

Root Financial Partners first reported a position in TRP in Q3 2025 and held it in 3 quarters. The position peaked at $9.85K in Q4 2025. 704 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Root Financial Partners reported no remaining TC Energy position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 123 TC Energy shares in Q2 2026, an estimated $7.7K.
Root Financial Partners first reported a position in TC Energy in Q3 2025 and held it in 3 quarters.
Root Financial Partners's TC Energy position peaked at $9.85K in Q4 2025.
704 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

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