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Root Financial Partners’s Dole DOLE Stock Holding History

Root Financial Partners’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.26K Buy
+158
New +$2.39K ﹤0.01% 2268

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

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

Root Financial Partners opened a new position in Dole (DOLE) in Q1 2026: 158 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #2268 among its holdings.

216 funds tracked by Wall St. Rank hold DOLE as of Q1 2026.

  • Root Financial Partners held 158 shares of Dole worth $2.26K as of Q1 2026.
  • Dole was a new Root Financial Partners position in Q1 2026.
  • Dole made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2268 holding.
  • 216 funds tracked by Wall St. Rank held Dole as of Q1 2026.

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