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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
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 $880M AUM 23.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
AC
Attestor Capital Grand Cayman, Cayman Islands $380M AUM
MAC
Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Root Financial Partners reduced its American Express Global Business Travel (GBTG) stake by 63% in Q1 2026, selling an estimated $2.19K and leaving 203 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

Root Financial Partners first reported a position in GBTG in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.25K in Q4 2025. 169 funds tracked by Wall St. Rank hold GBTG as of Q1 2026.

  • Root Financial Partners held 203 shares of American Express Global Business Travel worth $1.13K as of Q1 2026.
  • Root Financial Partners sold 353 American Express Global Business Travel shares in Q1 2026, an estimated $2.19K.
  • American Express Global Business Travel made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2562 holding.
  • Root Financial Partners first reported a position in American Express Global Business Travel in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's American Express Global Business Travel position peaked at $4.25K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held American Express Global Business Travel as of Q1 2026.

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