Root Financial Partners
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Root Financial Partners’s Black Hills Corp BKH Stock Holding History

Root Financial Partners’s Portfolio BKH Stock Details BKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.8K Buy
+268
New +$19.5K ﹤0.01% 1590
2026
Q2 		– Sell
-233
Closed -$16.2K – 758
2026
Q1 		$16.2K Buy
233
+147
+171% +$10.6K ﹤0.01% 1440
2025
Q4 		$5.97K Buy
86
+12
+16% +$809 ﹤0.01% 1710
2025
Q3 		$4.56K Buy
+74
New +$4.35K ﹤0.01% 1764

Other funds holding BKH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in Black Hills Corp (BKH) in Q3 2026: 268 shares worth $18.8K. The stake represents ﹤0.01% of the portfolio and ranks #1590 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BKH as recently as Q1 2026.

Root Financial Partners first reported a position in BKH in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold BKH as of Q3 2026.

  • Root Financial Partners held 268 shares of Black Hills Corp worth $18.8K as of Q3 2026.
  • Black Hills Corp was a new Root Financial Partners position in Q3 2026.
  • Black Hills Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1590 holding.
  • Root Financial Partners first reported a position in Black Hills Corp in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held Black Hills Corp as of Q3 2026.

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