Root Financial Partners
FBYD icon

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
Q3 		$17 Buy
+2
New +$20 ﹤0.01% 3790
2026
Q2 		– Sell
-19
Closed -$268 – 1328
2026
Q1 		$268 Buy
+19
New +$137 ﹤0.01% 3079

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

Root Financial Partners opened a new position in Falcon's Beyond (FBYD) in Q3 2026: 2 shares worth $17. The stake represents ﹤0.01% of the portfolio and ranks #3790 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FBYD as recently as Q1 2026.

Root Financial Partners first reported a position in FBYD in Q1 2026 and has held it in 2 quarters since. The position peaked at $268 in Q1 2026. 9 funds tracked by Wall St. Rank hold FBYD as of Q3 2026.

  • Root Financial Partners held 2 shares of Falcon's Beyond worth $17 as of Q3 2026.
  • Falcon's Beyond was a new Root Financial Partners position in Q3 2026.
  • Falcon's Beyond made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3790 holding.
  • Root Financial Partners first reported a position in Falcon's Beyond in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Falcon's Beyond position peaked at $268 in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Falcon's Beyond as of Q3 2026.

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