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Root Financial Partners’s V2X VVX Stock Holding History

Root Financial Partners’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9
Closed -$617 – 3138
2026
Q1 		$617 Buy
+9
New +$608 ﹤0.01% 2796

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Cambridge Investment Research Advisors
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BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

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

Root Financial Partners sold out of V2X (VVX) in Q2 2026, closing a stake of 9 shares — an estimated $617 sold.

Root Financial Partners first reported a position in VVX in Q1 2026 and held it in 1 quarter. The position peaked at $617 in Q1 2026. 67 funds tracked by Wall St. Rank hold VVX as of Q2 2026.

  • Root Financial Partners reported no remaining V2X position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 9 V2X shares in Q2 2026, an estimated $617.
  • Root Financial Partners first reported a position in V2X in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's V2X position peaked at $617 in Q1 2026.
  • 67 funds tracked by Wall St. Rank held V2X as of Q2 2026.

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