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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
Q2 		– Sell
-48
Closed -$719 – 719
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

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Pzena Investment Management
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HCVG
H Capital V GP Grand Cayman, Cayman Islands $71.9M AUM 18.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

Root Financial Partners sold out of KE Holdings (BEKE) in Q2 2026, closing a stake of 48 shares — an estimated $719 sold.

Root Financial Partners first reported a position in BEKE in Q3 2025 and held it in 3 quarters. The position peaked at $912 in Q3 2025. 204 funds tracked by Wall St. Rank hold BEKE as of Q2 2026.

  • Root Financial Partners reported no remaining KE Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 48 KE Holdings shares in Q2 2026, an estimated $719.
  • Root Financial Partners first reported a position in KE Holdings in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's KE Holdings position peaked at $912 in Q3 2025.
  • 204 funds tracked by Wall St. Rank held KE Holdings as of Q2 2026.

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