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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
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

Other funds holding BCC

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Root Financial Partners sold out of Boise Cascade (BCC) in Q2 2026, closing a stake of 177 shares — an estimated $13.4K sold.

Root Financial Partners first reported a position in BCC in Q3 2025 and held it in 3 quarters. The position peaked at $13.4K in Q1 2026. 65 funds tracked by Wall St. Rank hold BCC as of Q2 2026.

  • Root Financial Partners reported no remaining Boise Cascade position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 177 Boise Cascade shares in Q2 2026, an estimated $13.4K.
  • Root Financial Partners first reported a position in Boise Cascade in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Boise Cascade position peaked at $13.4K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2026.

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