Root Financial Partners
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Root Financial Partners’s Black Rock Coffee Bar Inc BRCB Stock Holding History

Root Financial Partners’s Portfolio BRCB Stock Details BRCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$870 Buy
+122
New +$992 ﹤0.01% 3012
2026
Q2 		– Sell
-26
Closed -$336 – 3452
2026
Q1 		$336 Buy
+26
New +$421 ﹤0.01% 2994

Other funds holding BRCB

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CWC Advisors
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return
Exeter Financial
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Root Financial Partners opened a new position in Black Rock Coffee Bar Inc (BRCB) in Q3 2026: 122 shares worth $870. The stake represents ﹤0.01% of the portfolio and ranks #3012 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BRCB as recently as Q1 2026.

Root Financial Partners first reported a position in BRCB in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold BRCB as of Q3 2026.

  • Root Financial Partners held 122 shares of Black Rock Coffee Bar Inc worth $870 as of Q3 2026.
  • Black Rock Coffee Bar Inc was a new Root Financial Partners position in Q3 2026.
  • Black Rock Coffee Bar Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3012 holding.
  • Root Financial Partners first reported a position in Black Rock Coffee Bar Inc in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Black Rock Coffee Bar Inc as of Q3 2026.

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