Root Financial Partners
BWLP icon

Root Financial Partners’s BW LPG BWLP Stock Holding History

Root Financial Partners’s Portfolio BWLP Stock Details BWLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$175 Buy
+7
New +$159 ﹤0.01% 3542
2026
Q2 		– Sell
-5
Closed -$87 – 3306
2026
Q1 		$87 Buy
+5
New +$79 ﹤0.01% 3304

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Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return

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

Root Financial Partners opened a new position in BW LPG (BWLP) in Q3 2026: 7 shares worth $175. The stake represents ﹤0.01% of the portfolio and ranks #3542 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BWLP as recently as Q1 2026.

Root Financial Partners first reported a position in BWLP in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold BWLP as of Q3 2026.

  • Root Financial Partners held 7 shares of BW LPG worth $175 as of Q3 2026.
  • BW LPG was a new Root Financial Partners position in Q3 2026.
  • BW LPG made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3542 holding.
  • Root Financial Partners first reported a position in BW LPG in Q1 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held BW LPG as of Q3 2026.

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