Root Financial Partners
DOUG icon

Root Financial Partners’s Douglas Elliman DOUG Stock Holding History

Root Financial Partners’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$363 Buy
+239
New +$430 ﹤0.01% 3346
2026
Q2 		– Sell
-83
Closed -$136 – 1150
2026
Q1 		$136 Buy
+83
New +$192 ﹤0.01% 3227

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Vanguard Capital Management
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Renaissance Technologies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Saber Capital Management
Saber Capital Management Fuquay Varina, North Carolina $140M AUM 25.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pavaki Capital Management
Pavaki Capital Management Pueblo, Colorado $294M AUM 34.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Root Financial Partners opened a new position in Douglas Elliman (DOUG) in Q3 2026: 239 shares worth $363. The stake represents ﹤0.01% of the portfolio and ranks #3346 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DOUG as recently as Q1 2026.

Root Financial Partners first reported a position in DOUG in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold DOUG as of Q3 2026.

  • Root Financial Partners held 239 shares of Douglas Elliman worth $363 as of Q3 2026.
  • Douglas Elliman was a new Root Financial Partners position in Q3 2026.
  • Douglas Elliman made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3346 holding.
  • Root Financial Partners first reported a position in Douglas Elliman in Q1 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Douglas Elliman as of Q3 2026.

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