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 Q2	–	Sell	-66	Closed	-$281	–	3159
2026 Q1	$281	Buy	+66	New	+$295	﹤0.01%	3066

Other funds holding WEST

HF Capital Knoxville, Tennessee $297M AUM

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Agman Capital Omaha, Nebraska $159M AUM

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

Root Financial Partners sold out of Westrock Coffee (WEST) in Q2 2026, closing a stake of 66 shares — an estimated $281 sold.

Root Financial Partners first reported a position in WEST in Q1 2026 and held it in 1 quarter. The position peaked at $281 in Q1 2026. 148 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

Root Financial Partners reported no remaining Westrock Coffee position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 66 Westrock Coffee shares in Q2 2026, an estimated $281.
Root Financial Partners first reported a position in Westrock Coffee in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Westrock Coffee position peaked at $281 in Q1 2026.
148 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

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