Root Financial Partners’s Falcon's Beyond FBYD Stock Holding History

Root Financial Partners’s Portfolio FBYD Stock Details FBYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$268	Buy	+19	New	+$137	﹤0.01%	3079

Other funds holding FBYD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

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

Root Financial Partners opened a new position in Falcon's Beyond (FBYD) in Q1 2026: 19 shares worth $268. The stake represents ﹤0.01% of the portfolio and ranks #3079 among its holdings.

60 funds tracked by Wall St. Rank hold FBYD as of Q1 2026.

Root Financial Partners held 19 shares of Falcon's Beyond worth $268 as of Q1 2026.
Falcon's Beyond was a new Root Financial Partners position in Q1 2026.
Falcon's Beyond made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3079 holding.
60 funds tracked by Wall St. Rank held Falcon's Beyond as of Q1 2026.

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