Root Financial Partners
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Root Financial Partners’s Bilibili BILI Stock Holding History

Root Financial Partners’s Portfolio BILI Stock Details BILI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$60 Buy
+4
New +$68 ﹤0.01% 3708
2026
Q2 		– Sell
-3
Closed -$68 – 746
2026
Q1 		$68 Buy
+3
New +$86 ﹤0.01% 3342

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Citigroup
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Barclays
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Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

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

Root Financial Partners opened a new position in Bilibili (BILI) in Q3 2026: 4 shares worth $60. The stake represents ﹤0.01% of the portfolio and ranks #3708 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BILI as recently as Q1 2026.

Root Financial Partners first reported a position in BILI in Q1 2026 and has held it in 2 quarters since. The position peaked at $68 in Q1 2026. 78 funds tracked by Wall St. Rank hold BILI as of Q3 2026.

  • Root Financial Partners held 4 shares of Bilibili worth $60 as of Q3 2026.
  • Bilibili was a new Root Financial Partners position in Q3 2026.
  • Bilibili made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3708 holding.
  • Root Financial Partners first reported a position in Bilibili in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Bilibili position peaked at $68 in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Bilibili as of Q3 2026.

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