Align Financial’s Roku ROKU Stock Holding History

Align Financial’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	$152	Buy	+1	New	+$150	﹤0.01%	632

Other funds holding ROKU

Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Align Financial's ROKU Position: Q3 2026 in Review

Align Financial opened a new position in Roku (ROKU) in Q3 2026: 1 share worth $152. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings.

104 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

Align Financial held 1 share of Roku worth $152 as of Q3 2026.
Roku was a new Align Financial position in Q3 2026.
Roku made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #632 holding.
104 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.