Root Financial Partners’s Neighborhood Intelligence Inc Warrants BBBYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-187	Closed	-$105	–	3459
2026 Q1	$105	Hold	187	–	–	﹤0.01%	3272
2025 Q4	$123	Buy	+187	New	+$178	﹤0.01%	2318

Other funds holding BBBYW

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

PCM

Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return

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

Root Financial Partners sold out of Neighborhood Intelligence Inc Warrants (BBBYW) in Q2 2026, closing a stake of 187 shares — an estimated $105 sold.

Root Financial Partners first reported a position in BBBYW in Q4 2025 and held it in 2 quarters. The position peaked at $123 in Q4 2025. 67 funds tracked by Wall St. Rank hold BBBYW as of Q2 2026.

Root Financial Partners reported no remaining Neighborhood Intelligence Inc Warrants position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 187 Neighborhood Intelligence Inc Warrants shares in Q2 2026, an estimated $105.
Root Financial Partners first reported a position in Neighborhood Intelligence Inc Warrants in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Neighborhood Intelligence Inc Warrants position peaked at $123 in Q4 2025.
67 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc Warrants as of Q2 2026.

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