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Root Financial Partners’s Bunge Global BG Stock Holding History

Root Financial Partners’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.7K Buy
446
+85
+24% +$9.87K ﹤0.01% 825
2025
Q4 		$32.2K Buy
361
+18
+5% +$1.66K ﹤0.01% 909
2025
Q3 		$27.9K Buy
+343
New +$27.5K ﹤0.01% 932

Other funds holding BG

G
Glencore Baar, Switzerland $4.87B AUM 67.38% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Root Financial Partners increased its Bunge Global (BG) stake by 24% in Q1 2026, buying an estimated $9.87K and bringing the position to 446 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Root Financial Partners first reported a position in BG in Q3 2025 and has held it in 3 quarters since. 707 funds tracked by Wall St. Rank hold BG as of Q1 2026.

  • Root Financial Partners held 446 shares of Bunge Global worth $56.7K as of Q1 2026.
  • Root Financial Partners bought 85 Bunge Global shares in Q1 2026, an estimated $9.87K.
  • Bunge Global made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #825 holding.
  • Root Financial Partners first reported a position in Bunge Global in Q3 2025 and has held it in 3 quarters since.
  • 707 funds tracked by Wall St. Rank held Bunge Global as of Q1 2026.

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