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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
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

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Root Financial Partners's BKH Position: Q2 2026 in Review

Root Financial Partners sold out of Black Hills Corp (BKH) in Q2 2026, closing a stake of 233 shares — an estimated $16.2K sold.

Root Financial Partners first reported a position in BKH in Q3 2025 and held it in 3 quarters. The position peaked at $16.2K in Q1 2026. 477 funds tracked by Wall St. Rank hold BKH as of Q2 2026.

  • Root Financial Partners reported no remaining Black Hills Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 233 Black Hills Corp shares in Q2 2026, an estimated $16.2K.
  • Root Financial Partners first reported a position in Black Hills Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Black Hills Corp position peaked at $16.2K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.