Root Financial Partners’s Biglari Holdings Class B BH Stock Holding History

Root Financial Partners’s Portfolio BH Stock Details BH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.41K	Buy	+7	New	+$2.66K	﹤0.01%	2557

Other funds holding BH

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

Root Financial Partners opened a new position in Biglari Holdings Class B (BH) in Q3 2026: 7 shares worth $2.41K. The stake represents ﹤0.01% of the portfolio and ranks #2557 among its holdings.

10 funds tracked by Wall St. Rank hold BH as of Q3 2026.

Root Financial Partners held 7 shares of Biglari Holdings Class B worth $2.41K as of Q3 2026.
Biglari Holdings Class B was a new Root Financial Partners position in Q3 2026.
Biglari Holdings Class B made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2557 holding.
10 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q3 2026.

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