Root Financial Partners
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Root Financial Partners’s Boise Cascade BCC Stock Holding History

Root Financial Partners’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.3K Buy
+206
New +$16.1K ﹤0.01% 1701
2026
Q2 		– Sell
-177
Closed -$13.4K – 705
2026
Q1 		$13.4K Buy
177
+143
+421% +$11.5K ﹤0.01% 1543
2025
Q4 		$2.5K Sell
34
-34
-50% -$2.48K ﹤0.01% 1952
2025
Q3 		$5.26K Buy
+68
New +$5.82K ﹤0.01% 1702

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Nuveen
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JP Morgan Chase
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Root Financial Partners opened a new position in Boise Cascade (BCC) in Q3 2026: 206 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #1701 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BCC as recently as Q1 2026.

Root Financial Partners first reported a position in BCC in Q3 2025 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold BCC as of Q3 2026.

  • Root Financial Partners held 206 shares of Boise Cascade worth $15.3K as of Q3 2026.
  • Boise Cascade was a new Root Financial Partners position in Q3 2026.
  • Boise Cascade made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1701 holding.
  • Root Financial Partners first reported a position in Boise Cascade in Q3 2025 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held Boise Cascade as of Q3 2026.

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