Root Financial Partners
BAH icon

Root Financial Partners’s Booz Allen Hamilton BAH Stock Holding History

Root Financial Partners’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$48.8K Buy
+703
New +$50.6K ﹤0.01% 1102
2026
Q2 		– Sell
-227
Closed -$17.7K – 674
2026
Q1 		$17.7K Buy
227
+192
+549% +$16.2K ﹤0.01% 1389
2025
Q4 		$2.95K Sell
35
-82
-70% -$7.34K ﹤0.01% 1907
2025
Q3 		$11.7K Buy
+117
New +$12.5K ﹤0.01% 1390

Other funds holding BAH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Black Creek Investment Management
Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's BAH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Booz Allen Hamilton (BAH) in Q3 2026: 703 shares worth $48.8K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BAH as recently as Q1 2026.

Root Financial Partners first reported a position in BAH in Q3 2025 and has held it in 4 quarters since. 447 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • Root Financial Partners held 703 shares of Booz Allen Hamilton worth $48.8K as of Q3 2026.
  • Booz Allen Hamilton was a new Root Financial Partners position in Q3 2026.
  • Booz Allen Hamilton made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1102 holding.
  • Root Financial Partners first reported a position in Booz Allen Hamilton in Q3 2025 and has held it in 4 quarters since.
  • 447 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.