Root Financial Partners
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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
Q3 		$55 Buy
+4
New +$48 ﹤0.01% 3714
2026
Q2 		– Sell
-4
Closed -$39 – 676
2026
Q1 		$39 Buy
+4
New +$57 ﹤0.01% 3400

Other funds holding BALY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13B AUM 35.88% 1-Year Est. Return

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

Root Financial Partners opened a new position in Bally's (BALY) in Q3 2026: 4 shares worth $55. The stake represents ﹤0.01% of the portfolio and ranks #3714 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BALY as recently as Q1 2026.

Root Financial Partners first reported a position in BALY in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold BALY as of Q3 2026.

  • Root Financial Partners held 4 shares of Bally's worth $55 as of Q3 2026.
  • Bally's was a new Root Financial Partners position in Q3 2026.
  • Bally's made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3714 holding.
  • Root Financial Partners first reported a position in Bally's in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Bally's as of Q3 2026.

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