Root Financial Partners’s Bally's BALY Stock Holding History

Root Financial Partners’s Portfolio BALY Stock Details BALY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4	Closed	-$39	–	676
2026 Q1	$39	Buy	+4	New	+$57	﹤0.01%	3400

Other funds holding BALY

Standard General New York $480M AUM 49.24% 1-Year Est. Return

WCM

Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Root Financial Partners's BALY Position: Q2 2026 in Review

Root Financial Partners sold out of Bally's (BALY) in Q2 2026, closing a stake of 4 shares — an estimated $39 sold.

Root Financial Partners first reported a position in BALY in Q1 2026 and held it in 1 quarter. The position peaked at $39 in Q1 2026. 64 funds tracked by Wall St. Rank hold BALY as of Q2 2026.

Root Financial Partners reported no remaining Bally's position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 4 Bally's shares in Q2 2026, an estimated $39.
Root Financial Partners first reported a position in Bally's in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Bally's position peaked at $39 in Q1 2026.
64 funds tracked by Wall St. Rank held Bally's as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.