Root Financial Partners’s Fundrise Innovation Fund VCX Stock Holding History

Root Financial Partners’s Portfolio VCX Stock Details VCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$50.3K	Buy	+1,699	New	+$73.2K	﹤0.01%	1084

Other funds holding VCX

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

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

Root Financial Partners opened a new position in Fundrise Innovation Fund (VCX) in Q3 2026: 1,699 shares worth $50.3K. The stake represents ﹤0.01% of the portfolio and ranks #1084 among its holdings.

9 funds tracked by Wall St. Rank hold VCX as of Q3 2026.

Root Financial Partners held 1,699 shares of Fundrise Innovation Fund worth $50.3K as of Q3 2026.
Fundrise Innovation Fund was a new Root Financial Partners position in Q3 2026.
Fundrise Innovation Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1084 holding.
9 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

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