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Root Financial Partners’s Westrock Coffee WEST Stock Holding History

Root Financial Partners’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$281 Buy
+66
New +$295 ﹤0.01% 3066

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $239M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Root Financial Partners opened a new position in Westrock Coffee (WEST) in Q1 2026: 66 shares worth $281. The stake represents ﹤0.01% of the portfolio and ranks #3066 among its holdings.

130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Root Financial Partners held 66 shares of Westrock Coffee worth $281 as of Q1 2026.
  • Westrock Coffee was a new Root Financial Partners position in Q1 2026.
  • Westrock Coffee made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3066 holding.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

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