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Root Financial Partners’s GCM Grosvenor GCMG Stock Holding History

Root Financial Partners’s Portfolio GCMG Stock Details GCMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16K Buy
+118
New +$1.31K ﹤0.01% 2552

Other funds holding GCMG

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Root Financial Partners opened a new position in GCM Grosvenor (GCMG) in Q1 2026: 118 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #2552 among its holdings.

147 funds tracked by Wall St. Rank hold GCMG as of Q1 2026.

  • Root Financial Partners held 118 shares of GCM Grosvenor worth $1.16K as of Q1 2026.
  • GCM Grosvenor was a new Root Financial Partners position in Q1 2026.
  • GCM Grosvenor made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2552 holding.
  • 147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q1 2026.

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