Root Financial Partners
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Root Financial Partners’s BrightSpire Capital BRSP Stock Holding History

Root Financial Partners’s Portfolio BRSP Stock Details BRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$670 Buy
+175
New +$850 ﹤0.01% 3117
2026
Q2 		– Sell
-263
Closed -$1.47K – 803
2026
Q1 		$1.47K Buy
+263
New +$1.52K ﹤0.01% 2445

Other funds holding BRSP

Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Root Financial Partners opened a new position in BrightSpire Capital (BRSP) in Q3 2026: 175 shares worth $670. The stake represents ﹤0.01% of the portfolio and ranks #3117 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BRSP as recently as Q1 2026.

Root Financial Partners first reported a position in BRSP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.47K in Q1 2026. 111 funds tracked by Wall St. Rank hold BRSP as of Q3 2026.

  • Root Financial Partners held 175 shares of BrightSpire Capital worth $670 as of Q3 2026.
  • BrightSpire Capital was a new Root Financial Partners position in Q3 2026.
  • BrightSpire Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3117 holding.
  • Root Financial Partners first reported a position in BrightSpire Capital in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's BrightSpire Capital position peaked at $1.47K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held BrightSpire Capital as of Q3 2026.

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