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Root Financial Partners’s American Express Global Business Travel GBTG Stock Holding History

Root Financial Partners’s Portfolio GBTG Stock Details GBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-203
Closed -$1.13K – 1477
2026
Q1 		$1.13K Sell
203
-353
-63% -$2.19K ﹤0.01% 2562
2025
Q4 		$4.25K Buy
556
+96
+21% +$745 ﹤0.01% 1811
2025
Q3 		$3.72K Buy
+460
New +$3.41K ﹤0.01% 1822

Other funds holding GBTG

AE
American Express New York $1.48B AUM 49.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's GBTG Position: Q2 2026 in Review

Root Financial Partners sold out of American Express Global Business Travel (GBTG) in Q2 2026, closing a stake of 203 shares — an estimated $1.13K sold.

Root Financial Partners first reported a position in GBTG in Q3 2025 and held it in 3 quarters. The position peaked at $4.25K in Q4 2025. 191 funds tracked by Wall St. Rank hold GBTG as of Q2 2026.

  • Root Financial Partners reported no remaining American Express Global Business Travel position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 203 American Express Global Business Travel shares in Q2 2026, an estimated $1.13K.
  • Root Financial Partners first reported a position in American Express Global Business Travel in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's American Express Global Business Travel position peaked at $4.25K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held American Express Global Business Travel as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.