Root Financial Partners
CAKE icon

Root Financial Partners’s Cheesecake Factory CAKE Stock Holding History

Root Financial Partners’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$34.9K Buy
+332
New +$33K ﹤0.01% 1260
2026
Q2 		– Sell
-646
Closed -$35.4K – 852
2026
Q1 		$35.4K Sell
646
-234
-27% -$13.9K ﹤0.01% 1029
2025
Q4 		$44.4K Buy
880
+798
+973% +$40K ﹤0.01% 763
2025
Q3 		$4.48K Buy
+82
New +$5.02K ﹤0.01% 1769

Other funds holding CAKE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

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

Root Financial Partners opened a new position in Cheesecake Factory (CAKE) in Q3 2026: 332 shares worth $34.9K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CAKE as recently as Q1 2026.

Root Financial Partners first reported a position in CAKE in Q3 2025 and has held it in 4 quarters since. The position peaked at $44.4K in Q4 2025. 217 funds tracked by Wall St. Rank hold CAKE as of Q3 2026.

  • Root Financial Partners held 332 shares of Cheesecake Factory worth $34.9K as of Q3 2026.
  • Cheesecake Factory was a new Root Financial Partners position in Q3 2026.
  • Cheesecake Factory made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1260 holding.
  • Root Financial Partners first reported a position in Cheesecake Factory in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Cheesecake Factory position peaked at $44.4K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held Cheesecake Factory as of Q3 2026.

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