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Cornerstone Financial Management’s Roku ROKU Stock Holding History

Cornerstone Financial Management’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
Q2 		$1.24K Hold
9
– – ﹤0.01% 1008
2026
Q1 		$852 Hold
9
– – ﹤0.01% 1022
2025
Q4 		$976 Buy
+9
New +$913 ﹤0.01% 944

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Cornerstone Financial Management's ROKU Position: Q2 2026 in Review

Cornerstone Financial Management held its Roku (ROKU) position steady in Q2 2026 at 9 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Cornerstone Financial Management first reported a position in ROKU in Q4 2025 and has held it in 3 quarters since. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Cornerstone Financial Management held 9 shares of Roku worth $1.24K as of Q2 2026.
  • Cornerstone Financial Management left its Roku share count unchanged in Q2 2026.
  • Roku made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1008 holding.
  • Cornerstone Financial Management first reported a position in Roku in Q4 2025 and has held it in 3 quarters since.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.