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Root Financial Partners’s KE Holdings BEKE Stock Holding History

Root Financial Partners’s Portfolio BEKE Stock Details BEKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$719 Hold
48
– – ﹤0.01% 2735
2025
Q4 		$756 Hold
48
– – ﹤0.01% 2156
2025
Q3 		$912 Buy
+48
New +$900 ﹤0.01% 2073

Other funds holding BEKE

VCM
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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
HCVG
H Capital V GP Grand Cayman, Cayman Islands $74.1M AUM 25.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Root Financial Partners's BEKE Position: Q1 2026 in Review

Root Financial Partners held its KE Holdings (BEKE) position steady in Q1 2026 at 48 shares worth $719. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Root Financial Partners first reported a position in BEKE in Q3 2025 and has held it in 3 quarters since. The position peaked at $912 in Q3 2025. 199 funds tracked by Wall St. Rank hold BEKE as of Q1 2026.

  • Root Financial Partners held 48 shares of KE Holdings worth $719 as of Q1 2026.
  • Root Financial Partners left its KE Holdings share count unchanged in Q1 2026.
  • KE Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2735 holding.
  • Root Financial Partners first reported a position in KE Holdings in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's KE Holdings position peaked at $912 in Q3 2025.
  • 199 funds tracked by Wall St. Rank held KE Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.