Root Financial Partners
FOX icon

Root Financial Partners’s Fox Class B FOX Stock Holding History

Root Financial Partners’s Portfolio FOX Stock Details FOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33K Buy
+586
New +$32.6K ﹤0.01% 1294
2026
Q2 		– Sell
-582
Closed -$30.9K – 1422
2026
Q1 		$30.9K Buy
582
+61
+12% +$3.52K ﹤0.01% 1103
2025
Q4 		$33.8K Buy
521
+70
+16% +$4.09K ﹤0.01% 884
2025
Q3 		$25.8K Buy
+451
New +$23.8K ﹤0.01% 988

Other funds holding FOX

Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Root Financial Partners opened a new position in Fox Class B (FOX) in Q3 2026: 586 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #1294 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FOX as recently as Q1 2026.

Root Financial Partners first reported a position in FOX in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.8K in Q4 2025. 230 funds tracked by Wall St. Rank hold FOX as of Q3 2026.

  • Root Financial Partners held 586 shares of Fox Class B worth $33K as of Q3 2026.
  • Fox Class B was a new Root Financial Partners position in Q3 2026.
  • Fox Class B made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1294 holding.
  • Root Financial Partners first reported a position in Fox Class B in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Fox Class B position peaked at $33.8K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Fox Class B as of Q3 2026.

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