Root Financial Partners’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-255	Closed	-$7.38K	–	1085
2026 Q1	$7.38K	Hold	255	–	–	﹤0.01%	1800
2025 Q4	$5.7K	Sell	255 -3	-1%	-$68	﹤0.01%	1723
2025 Q3	$5.81K	Buy	+258	New	+$5.74K	﹤0.01%	1665

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PWM

Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

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

Root Financial Partners sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2026, closing a stake of 255 shares — an estimated $7.38K sold.

Root Financial Partners first reported a position in DBC in Q3 2025 and held it in 3 quarters. The position peaked at $7.38K in Q1 2026. 219 funds tracked by Wall St. Rank hold DBC as of Q2 2026.

Root Financial Partners reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 255 Invesco DB Commodity Index Tracking Fund shares in Q2 2026, an estimated $7.38K.
Root Financial Partners first reported a position in Invesco DB Commodity Index Tracking Fund in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Invesco DB Commodity Index Tracking Fund position peaked at $7.38K in Q1 2026.
219 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2026.

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