Root Financial Partners’s Webull Corp BULL Stock Holding History

Root Financial Partners’s Portfolio BULL Stock Details BULL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-205	Closed	-$984	–	3417
2026 Q1	$984	Buy	+205	New	+$1.33K	﹤0.01%	2623

Other funds holding BULL

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HIIL

HS Investments IV Ltd St Peter Port $112M AUM

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Root Financial Partners sold out of Webull Corp (BULL) in Q2 2026, closing a stake of 205 shares — an estimated $984 sold.

Root Financial Partners first reported a position in BULL in Q1 2026 and held it in 1 quarter. The position peaked at $984 in Q1 2026. 207 funds tracked by Wall St. Rank hold BULL as of Q2 2026.

Root Financial Partners reported no remaining Webull Corp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 205 Webull Corp shares in Q2 2026, an estimated $984.
Root Financial Partners first reported a position in Webull Corp in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Webull Corp position peaked at $984 in Q1 2026.
207 funds tracked by Wall St. Rank held Webull Corp as of Q2 2026.

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