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Root Financial Partners’s Ford F Stock Holding History

Root Financial Partners’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$267K Buy
23,112
+495
+2% +$6.52K 0.01% 279
2025
Q4 		$297K Buy
22,617
+829
+4% +$10.7K 0.02% 227
2025
Q3 		$261K Buy
21,788
+1,695
+8% +$19.5K 0.02% 230
2025
Q2 		$218K Buy
20,093
+2,830
+16% +$28.8K 0.02% 234
2025
Q1 		$173K Buy
17,263
+269
+2% +$2.63K 0.02% 207
2024
Q4 		$168K Buy
16,994
+1,921
+13% +$20.5K 0.02% 208
2024
Q3 		$159K Sell
15,073
-962
-6% -$11K 0.03% 149
2024
Q2 		$201K Buy
16,035
+2,149
+15% +$26.6K 0.05% 111
2024
Q1 		$184K Buy
13,886
+480
+4% +$5.82K 0.05% 94
2023
Q4 		$163K Buy
+13,406
New +$149K 0.06% 78

Other funds holding F

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Root Financial Partners increased its Ford (F) stake by 2.2% in Q1 2026, buying an estimated $6.52K and bringing the position to 23,112 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #279.

Root Financial Partners first reported a position in F in Q4 2023 and has held it in 10 quarters since. The position peaked at $297K in Q4 2025. 1,695 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Root Financial Partners held 23,112 shares of Ford worth $267K as of Q1 2026.
  • Root Financial Partners bought 495 Ford shares in Q1 2026, an estimated $6.52K.
  • Ford made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #279 holding.
  • Root Financial Partners first reported a position in Ford in Q4 2023 and has held it in 10 quarters since.
  • Root Financial Partners's Ford position peaked at $297K in Q4 2025.
  • 1,695 funds tracked by Wall St. Rank held Ford as of Q1 2026.

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