Root Financial Partners’s Braemar Hotels & Resorts BHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$561	Buy	+336	New	+$675	﹤0.01%	3186

Other funds holding BHR

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

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

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

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

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

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

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

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

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

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

Root Financial Partners opened a new position in Braemar Hotels & Resorts (BHR) in Q3 2026: 336 shares worth $561. The stake represents ﹤0.01% of the portfolio and ranks #3186 among its holdings.

11 funds tracked by Wall St. Rank hold BHR as of Q3 2026.

Root Financial Partners held 336 shares of Braemar Hotels & Resorts worth $561 as of Q3 2026.
Braemar Hotels & Resorts was a new Root Financial Partners position in Q3 2026.
Braemar Hotels & Resorts made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3186 holding.
11 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q3 2026.

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