Root Financial Partners’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.76K	Buy	+69	New	+$1.98K	﹤0.01%	2703
2026 Q2	–	Sell	-31	Closed	-$981	–	698
2026 Q1	$981	Buy	+31	New	+$1.06K	﹤0.01%	2624

Other funds holding BBUC

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Tandem Capital Management Woodcliff Lake, New Jersey $226M AUM 26.05% 1-Year Est. Return

Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

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

Root Financial Partners opened a new position in Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) in Q3 2026: 69 shares worth $1.76K. The stake represents ﹤0.01% of the portfolio and ranks #2703 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BBUC as recently as Q1 2026.

Root Financial Partners first reported a position in BBUC in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold BBUC as of Q3 2026.

Root Financial Partners held 69 shares of Brookfield Business Corp Class A Subordinate Voting Shares worth $1.76K as of Q3 2026.
Brookfield Business Corp Class A Subordinate Voting Shares was a new Root Financial Partners position in Q3 2026.
Brookfield Business Corp Class A Subordinate Voting Shares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2703 holding.
Root Financial Partners first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q1 2026 and has held it in 2 quarters since.
31 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q3 2026.

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