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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
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

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Root Financial Partners reduced its BHP (BHP) stake by 21% in Q1 2026, selling an estimated $18.7K and leaving 978 shares worth $71.2K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Root Financial Partners first reported a position in BHP in Q3 2025 and has held it in 3 quarters since. The position peaked at $75K in Q4 2025. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Root Financial Partners held 978 shares of BHP worth $71.2K as of Q1 2026.
  • Root Financial Partners sold 264 BHP shares in Q1 2026, an estimated $18.7K.
  • BHP made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #717 holding.
  • Root Financial Partners first reported a position in BHP in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's BHP position peaked at $75K in Q4 2025.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

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