Root Financial Partners
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Root Financial Partners’s Peabody Energy BTU Stock Holding History

Root Financial Partners’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.5K Buy
+511
New +$12.9K ﹤0.01% 1802
2026
Q2 		– Sell
-660
Closed -$21.7K – 819
2026
Q1 		$21.7K Buy
660
+206
+45% +$7.2K ﹤0.01% 1279
2025
Q4 		$13.5K Buy
454
+294
+184% +$8.64K ﹤0.01% 1364
2025
Q3 		$4.24K Buy
+160
New +$2.85K ﹤0.01% 1784

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Bank of New York Mellon
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $232M AUM 38.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Root Financial Partners opened a new position in Peabody Energy (BTU) in Q3 2026: 511 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #1802 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BTU as recently as Q1 2026.

Root Financial Partners first reported a position in BTU in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.7K in Q1 2026. 177 funds tracked by Wall St. Rank hold BTU as of Q3 2026.

  • Root Financial Partners held 511 shares of Peabody Energy worth $12.5K as of Q3 2026.
  • Peabody Energy was a new Root Financial Partners position in Q3 2026.
  • Peabody Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1802 holding.
  • Root Financial Partners first reported a position in Peabody Energy in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Peabody Energy position peaked at $21.7K in Q1 2026.
  • 177 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2026.

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