Root Financial Partners
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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
Q3 		$6.51K Buy
+409
New +$7.83K ﹤0.01% 2114
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in Bath & Body Works (BBWI) in Q3 2026: 409 shares worth $6.51K. The stake represents ﹤0.01% of the portfolio and ranks #2114 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BBWI as recently as Q1 2026.

Root Financial Partners first reported a position in BBWI in Q3 2025 and has held it in 4 quarters since. The position peaked at $59.9K in Q1 2026. 368 funds tracked by Wall St. Rank hold BBWI as of Q3 2026.

  • Root Financial Partners held 409 shares of Bath & Body Works worth $6.51K as of Q3 2026.
  • Bath & Body Works was a new Root Financial Partners position in Q3 2026.
  • Bath & Body Works made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2114 holding.
  • Root Financial Partners first reported a position in Bath & Body Works in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Bath & Body Works position peaked at $59.9K in Q1 2026.
  • 368 funds tracked by Wall St. Rank held Bath & Body Works as of Q3 2026.

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