Root Financial Partners
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Root Financial Partners’s BHP BHP Stock Holding History

Root Financial Partners’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$157K Buy
+1,846
New +$161K 0.01% 540
2026
Q2 		– Sell
-978
Closed -$71.2K – 739
2026
Q1 		$71.2K Sell
978
-264
-21% -$18.7K ﹤0.01% 717
2025
Q4 		$75K Buy
1,242
+393
+46% +$22.3K ﹤0.01% 570
2025
Q3 		$47.4K Buy
+849
New +$45.2K ﹤0.01% 688

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Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

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

Root Financial Partners opened a new position in BHP (BHP) in Q3 2026: 1,846 shares worth $157K. The stake represents 0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BHP as recently as Q1 2026.

Root Financial Partners first reported a position in BHP in Q3 2025 and has held it in 4 quarters since. 718 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Root Financial Partners held 1,846 shares of BHP worth $157K as of Q3 2026.
  • BHP was a new Root Financial Partners position in Q3 2026.
  • BHP made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #540 holding.
  • Root Financial Partners first reported a position in BHP in Q3 2025 and has held it in 4 quarters since.
  • 718 funds tracked by Wall St. Rank held BHP as of Q3 2026.

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