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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
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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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Root Financial Partners's BP Position: Q1 2026 in Review

Root Financial Partners reduced its BP (BP) stake by 72% in Q1 2026, selling an estimated $71.9K and leaving 709 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Root Financial Partners first reported a position in BP in Q3 2025 and has held it in 3 quarters since. The position peaked at $88.3K in Q4 2025. 1,256 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Root Financial Partners held 709 shares of BP worth $33.3K as of Q1 2026.
  • Root Financial Partners sold 1,835 BP shares in Q1 2026, an estimated $71.9K.
  • BP made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1055 holding.
  • Root Financial Partners first reported a position in BP in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's BP position peaked at $88.3K in Q4 2025.
  • 1,256 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.