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Root Financial Partners’s Global Industrial GIC Stock Holding History

Root Financial Partners’s Portfolio GIC Stock Details GIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10
Closed -$315 – 1514
2026
Q1 		$315 Buy
+10
New +$315 ﹤0.01% 3019

Other funds holding GIC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Root Financial Partners sold out of Global Industrial (GIC) in Q2 2026, closing a stake of 10 shares — an estimated $315 sold.

Root Financial Partners first reported a position in GIC in Q1 2026 and held it in 1 quarter. The position peaked at $315 in Q1 2026. 163 funds tracked by Wall St. Rank hold GIC as of Q2 2026.

  • Root Financial Partners reported no remaining Global Industrial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 10 Global Industrial shares in Q2 2026, an estimated $315.
  • Root Financial Partners first reported a position in Global Industrial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Global Industrial position peaked at $315 in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Global Industrial as of Q2 2026.

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