Root Financial Partners
F icon

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
Q3 		$371K Buy
30,727
+5,942
+24% +$82.4K 0.01% 276
2026
Q2 		$345K Buy
24,785
+1,673
+7% +$22.6K 0.01% 260
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners increased its Ford (F) stake by 24% in Q3 2026, buying an estimated $82.4K and bringing the position to 30,727 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #276.

Root Financial Partners first reported a position in F in Q4 2023 and has held it in 12 quarters since. 1,518 funds tracked by Wall St. Rank hold F as of Q3 2026.

  • Root Financial Partners held 30,727 shares of Ford worth $371K as of Q3 2026.
  • Root Financial Partners bought 5,942 Ford shares in Q3 2026, an estimated $82.4K.
  • Ford made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #276 holding.
  • Root Financial Partners first reported a position in Ford in Q4 2023 and has held it in 12 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Ford as of Q3 2026.

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