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Wedmont Private Capital’s Roku ROKU Stock Holding History

Wedmont Private Capital’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$362K Buy
2,354
+491
+26% +$73.9K 0.01% 698
2026
Q2 		$262K Buy
+1,863
New +$227K 0.01% 797

Other funds holding ROKU

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Wedmont Private Capital's ROKU Position: Q3 2026 in Review

Wedmont Private Capital increased its Roku (ROKU) stake by 26% in Q3 2026, buying an estimated $73.9K and bringing the position to 2,354 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #698.

Wedmont Private Capital first reported a position in ROKU in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Wedmont Private Capital held 2,354 shares of Roku worth $362K as of Q3 2026.
  • Wedmont Private Capital bought 491 Roku shares in Q3 2026, an estimated $73.9K.
  • Roku made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #698 holding.
  • Wedmont Private Capital first reported a position in Roku in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.