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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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's TRP Position: Q1 2026 in Review

Root Financial Partners reduced its TC Energy (TRP) stake by 31% in Q1 2026, selling an estimated $3.38K and leaving 123 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Root Financial Partners first reported a position in TRP in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.85K in Q4 2025. 683 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

  • Root Financial Partners held 123 shares of TC Energy worth $7.7K as of Q1 2026.
  • Root Financial Partners sold 56 TC Energy shares in Q1 2026, an estimated $3.38K.
  • TC Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1782 holding.
  • Root Financial Partners first reported a position in TC Energy in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's TC Energy position peaked at $9.85K in Q4 2025.
  • 683 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.