Financial Management Professionals’s Roku ROKU Stock Holding History

Financial Management Professionals’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	$691	Buy	+5	New	+$610	﹤0.01%	923
2022 Q2	–	Sell	-2	Closed	–	–	1098
2022 Q1	$0	Sell	2 -10	-83%	-$1.47K	﹤0.01%	1133
2021 Q4	$3K	Buy	12 +5	+71%	+$1.35K	﹤0.01%	682
2021 Q3	$2K	Hold	7	–	–	﹤0.01%	741
2021 Q2	$3K	Hold	7	–	–	﹤0.01%	621
2021 Q1	$2K	Sell	7 -1	-13%	-$392	﹤0.01%	592
2020 Q4	$3K	Hold	8	–	–	﹤0.01%	508
2020 Q3	$2K	Buy	+8	New	+$1.26K	﹤0.01%	527

Other funds holding ROKU

ECM

Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

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

Financial Management Professionals opened a new position in Roku (ROKU) in Q2 2026: 5 shares worth $691. The stake represents ﹤0.01% of the portfolio and ranks #923 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in ROKU as recently as Q1 2022.

Financial Management Professionals first reported a position in ROKU in Q3 2020 and has held it in 8 quarters since. The position peaked at $3K in Q4 2021. 104 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Financial Management Professionals held 5 shares of Roku worth $691 as of Q2 2026.
Roku was a new Financial Management Professionals position in Q2 2026.
Roku made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #923 holding.
Financial Management Professionals first reported a position in Roku in Q3 2020 and has held it in 8 quarters since.
Financial Management Professionals's Roku position peaked at $3K in Q4 2021.
104 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.