Root Financial Partners
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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
Q3 		$12K Buy
+117
New +$12.4K ﹤0.01% 1825
2026
Q2 		– Sell
-62
Closed -$6.42K – 922
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

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

Root Financial Partners opened a new position in Choice Hotels (CHH) in Q3 2026: 117 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1825 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CHH as recently as Q1 2026.

Root Financial Partners first reported a position in CHH in Q3 2025 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold CHH as of Q3 2026.

  • Root Financial Partners held 117 shares of Choice Hotels worth $12K as of Q3 2026.
  • Choice Hotels was a new Root Financial Partners position in Q3 2026.
  • Choice Hotels made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1825 holding.
  • Root Financial Partners first reported a position in Choice Hotels in Q3 2025 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2026.

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