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Root Financial Partners’s TTEC Holdings TTEC Stock Holding History

Root Financial Partners’s Portfolio TTEC Stock Details TTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-127
Closed -$318 – 2980
2026
Q1 		$318 Buy
+127
New +$363 ﹤0.01% 3015

Other funds holding TTEC

RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

Root Financial Partners sold out of TTEC Holdings (TTEC) in Q2 2026, closing a stake of 127 shares — an estimated $318 sold.

Root Financial Partners first reported a position in TTEC in Q1 2026 and held it in 1 quarter. The position peaked at $318 in Q1 2026. 9 funds tracked by Wall St. Rank hold TTEC as of Q2 2026.

  • Root Financial Partners reported no remaining TTEC Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 127 TTEC Holdings shares in Q2 2026, an estimated $318.
  • Root Financial Partners first reported a position in TTEC Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's TTEC Holdings position peaked at $318 in Q1 2026.
  • 9 funds tracked by Wall St. Rank held TTEC Holdings as of Q2 2026.

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