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Root Financial Partners’s BP BP Stock Holding History

Root Financial Partners’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-709
Closed -$33.3K – 792
2026
Q1 		$33.3K Sell
709
-1,835
-72% -$71.9K ﹤0.01% 1055
2025
Q4 		$88.3K Buy
2,544
+1,019
+67% +$35.7K ﹤0.01% 510
2025
Q3 		$52.6K Buy
+1,525
New +$51.1K ﹤0.01% 651

Other funds holding BP

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Root Financial Partners sold out of BP (BP) in Q2 2026, closing a stake of 709 shares — an estimated $33.3K sold.

Root Financial Partners first reported a position in BP in Q3 2025 and held it in 3 quarters. The position peaked at $88.3K in Q4 2025. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Root Financial Partners reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 709 BP shares in Q2 2026, an estimated $33.3K.
  • Root Financial Partners first reported a position in BP in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's BP position peaked at $88.3K in Q4 2025.
  • 1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

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