Root Financial Partners
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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
Q3 		$107K Buy
+2,429
New +$104K ﹤0.01% 707
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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Root Financial Partners opened a new position in BP (BP) in Q3 2026: 2,429 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BP as recently as Q1 2026.

Root Financial Partners first reported a position in BP in Q3 2025 and has held it in 4 quarters since. 806 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Root Financial Partners held 2,429 shares of BP worth $107K as of Q3 2026.
  • BP was a new Root Financial Partners position in Q3 2026.
  • BP made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #707 holding.
  • Root Financial Partners first reported a position in BP in Q3 2025 and has held it in 4 quarters since.
  • 806 funds tracked by Wall St. Rank held BP as of Q3 2026.

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