Root Financial Partners’s Bath & Body Works BBWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,210	Closed	-$59.9K	–	700
2026 Q1	$59.9K	Buy	3,210 +3,140	+4,486%	+$67.9K	﹤0.01%	794
2025 Q4	$1.41K	Sell	70 -181	-72%	-$4K	﹤0.01%	2047
2025 Q3	$6.47K	Buy	+251	New	+$7.44K	﹤0.01%	1621

Other funds holding BBWI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Root Financial Partners sold out of Bath & Body Works (BBWI) in Q2 2026, closing a stake of 3,210 shares — an estimated $59.9K sold.

Root Financial Partners first reported a position in BBWI in Q3 2025 and held it in 3 quarters. The position peaked at $59.9K in Q1 2026. 468 funds tracked by Wall St. Rank hold BBWI as of Q2 2026.

Root Financial Partners reported no remaining Bath & Body Works position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 3,210 Bath & Body Works shares in Q2 2026, an estimated $59.9K.
Root Financial Partners first reported a position in Bath & Body Works in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Bath & Body Works position peaked at $59.9K in Q1 2026.
468 funds tracked by Wall St. Rank held Bath & Body Works as of Q2 2026.

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