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Root Financial Partners’s Bristow Group VTOL Stock Holding History

Root Financial Partners’s Portfolio VTOL Stock Details VTOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-87
Closed -$4.08K – 3131
2026
Q1 		$4.08K Buy
+87
New +$3.82K ﹤0.01% 2020

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SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.84B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Root Financial Partners sold out of Bristow Group (VTOL) in Q2 2026, closing a stake of 87 shares — an estimated $4.08K sold.

Root Financial Partners first reported a position in VTOL in Q1 2026 and held it in 1 quarter. The position peaked at $4.08K in Q1 2026. 223 funds tracked by Wall St. Rank hold VTOL as of Q2 2026.

  • Root Financial Partners reported no remaining Bristow Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 87 Bristow Group shares in Q2 2026, an estimated $4.08K.
  • Root Financial Partners first reported a position in Bristow Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Bristow Group position peaked at $4.08K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Bristow Group as of Q2 2026.

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