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Root Financial Partners’s BellRing Brands BRBR Stock Holding History

Root Financial Partners’s Portfolio BRBR Stock Details BRBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-681
Closed -$11K – 796
2026
Q1 		$11K Buy
681
+659
+2,995% +$13.3K ﹤0.01% 1643
2025
Q4 		$588 Sell
22
-17
-44% -$528 ﹤0.01% 2188
2025
Q3 		$1.42K Buy
+39
New +$1.76K ﹤0.01% 2008

Other funds holding BRBR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Root Financial Partners sold out of BellRing Brands (BRBR) in Q2 2026, closing a stake of 681 shares — an estimated $11K sold.

Root Financial Partners first reported a position in BRBR in Q3 2025 and held it in 3 quarters. The position peaked at $11K in Q1 2026. 363 funds tracked by Wall St. Rank hold BRBR as of Q2 2026.

  • Root Financial Partners reported no remaining BellRing Brands position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 681 BellRing Brands shares in Q2 2026, an estimated $11K.
  • Root Financial Partners first reported a position in BellRing Brands in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's BellRing Brands position peaked at $11K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held BellRing Brands as of Q2 2026.

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