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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Root Financial Partners held its Invesco DB Commodity Index Tracking Fund (DBC) position steady in Q1 2026 at 255 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Root Financial Partners first reported a position in DBC in Q3 2025 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold DBC as of Q1 2026.

  • Root Financial Partners held 255 shares of Invesco DB Commodity Index Tracking Fund worth $7.38K as of Q1 2026.
  • Root Financial Partners left its Invesco DB Commodity Index Tracking Fund share count unchanged in Q1 2026.
  • Invesco DB Commodity Index Tracking Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1800 holding.
  • Root Financial Partners first reported a position in Invesco DB Commodity Index Tracking Fund in Q3 2025 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2026.

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