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Independent Financial Group’s Roku ROKU Stock Holding History

Independent Financial Group’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 		$2.17M Sell
15,719
-8,000
-34% -$976K 0.04% 429
2026
Q1 		$2.24M Buy
23,719
+2,750
+13% +$268K 0.05% 376
2025
Q4 		$2.27M Buy
20,969
+306
+1% +$31.1K 0.05% 358
2025
Q3 		$2.07M Buy
20,663
+215
+1% +$19.8K 0.05% 373
2025
Q2 		$1.8M Sell
20,448
-1,438
-7% -$100K 0.05% 374
2025
Q1 		$1.54M Sell
21,886
-2,650
-11% -$212K 0.05% 357
2024
Q4 		$1.82M Buy
24,536
+60
+0.2% +$4.55K 0.06% 315
2024
Q3 		$1.83M Buy
24,476
+1,509
+7% +$96.7K 0.07% 288
2024
Q2 		$1.38M Buy
22,967
+1,212
+6% +$71.1K 0.06% 321
2024
Q1 		$1.42M Sell
21,755
-439
-2% -$34.2K 0.07% 298
2023
Q4 		$2.03M Sell
22,194
-748
-3% -$62.6K 0.11% 207
2023
Q3 		$1.62M Buy
22,942
+5,574
+32% +$432K 0.11% 216
2023
Q2 		$1.11M Sell
17,368
-3,627
-17% -$220K 0.08% 284
2023
Q1 		$1.38M Buy
20,995
+9,430
+82% +$552K 0.11% 212
2022
Q4 		$471K Sell
11,565
-625
-5% -$32.7K 0.04% 432
2022
Q3 		$688K Buy
12,190
+2,609
+27% +$199K 0.06% 316
2022
Q2 		$787K Buy
9,581
+5,495
+134% +$532K 0.08% 274
2022
Q1 		$512K Sell
4,086
-192
-4% -$28.2K 0.04% 426
2021
Q4 		$976K Sell
4,278
-995
-19% -$268K 0.08% 257
2021
Q3 		$1.65M Buy
5,273
+47
+0.9% +$17.7K 0.17% 124
2021
Q2 		$2.4M Buy
5,226
+747
+17% +$264K 0.25% 88
2021
Q1 		$1.46M Sell
4,479
-397
-8% -$156K 0.19% 132
2020
Q4 		$1.62M Buy
4,876
+905
+23% +$237K 0.24% 100
2020
Q3 		$750K Buy
3,971
+748
+23% +$118K 0.14% 163
2020
Q2 		$376K Sell
3,223
-1,258
-28% -$144K 0.08% 269
2020
Q1 		$392K Buy
+4,481
New +$516K 0.12% 212

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 $3.37T AUM 44.26% 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

Independent Financial Group's ROKU Position: Q2 2026 in Review

Independent Financial Group reduced its Roku (ROKU) stake by 34% in Q2 2026, selling an estimated $976K and leaving 15,719 shares worth $2.17M. The position accounts for 0.04% of the portfolio, ranked #429.

Independent Financial Group first reported a position in ROKU in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.4M in Q2 2021. 779 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Independent Financial Group held 15,719 shares of Roku worth $2.17M as of Q2 2026.
  • Independent Financial Group sold 8,000 Roku shares in Q2 2026, an estimated $976K.
  • Roku made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #429 holding.
  • Independent Financial Group first reported a position in Roku in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Roku position peaked at $2.4M in Q2 2021.
  • 779 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.