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Root Financial Partners’s Choice Hotels CHH Stock Holding History

Root Financial Partners’s Portfolio CHH Stock Details CHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.42K Buy
62
+35
+130% +$3.64K ﹤0.01% 1857
2025
Q4 		$2.57K Buy
27
+2
+8% +$190 ﹤0.01% 1947
2025
Q3 		$2.67K Buy
+25
New +$3.05K ﹤0.01% 1908

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Root Financial Partners's CHH Position: Q1 2026 in Review

Root Financial Partners increased its Choice Hotels (CHH) stake by 130% in Q1 2026, buying an estimated $3.64K and bringing the position to 62 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Root Financial Partners first reported a position in CHH in Q3 2025 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold CHH as of Q1 2026.

  • Root Financial Partners held 62 shares of Choice Hotels worth $6.42K as of Q1 2026.
  • Root Financial Partners bought 35 Choice Hotels shares in Q1 2026, an estimated $3.64K.
  • Choice Hotels made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1857 holding.
  • Root Financial Partners first reported a position in Choice Hotels in Q3 2025 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held Choice Hotels as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.