Root Financial Partners
DLB icon

Root Financial Partners’s Dolby DLB Stock Holding History

Root Financial Partners’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.9K Buy
+186
New +$10.7K ﹤0.01% 1871
2026
Q2 		– Sell
-188
Closed -$11.3K – 1130
2026
Q1 		$11.3K Buy
188
+52
+38% +$3.29K ﹤0.01% 1625
2025
Q4 		$8.73K Sell
136
-4
-3% -$269 ﹤0.01% 1556
2025
Q3 		$10.1K Buy
+140
New +$10.3K ﹤0.01% 1445

Other funds holding DLB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $154M AUM 22.39% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

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

Root Financial Partners opened a new position in Dolby (DLB) in Q3 2026: 186 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #1871 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DLB as recently as Q1 2026.

Root Financial Partners first reported a position in DLB in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.3K in Q1 2026. 106 funds tracked by Wall St. Rank hold DLB as of Q3 2026.

  • Root Financial Partners held 186 shares of Dolby worth $10.9K as of Q3 2026.
  • Dolby was a new Root Financial Partners position in Q3 2026.
  • Dolby made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1871 holding.
  • Root Financial Partners first reported a position in Dolby in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Dolby position peaked at $11.3K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Dolby as of Q3 2026.

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