Root Financial Partners
GO icon

Root Financial Partners’s Grocery Outlet GO Stock Holding History

Root Financial Partners’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.14K Buy
+812
New +$8.66K ﹤0.01% 1957
2025
Q4 		– Sell
-69
Closed -$1.11K – 2474
2025
Q3 		$1.11K Buy
+69
New +$1.1K ﹤0.01% 2039

Other funds holding GO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Pertento Partners
Pertento Partners London, United Kingdom $2.09B AUM 28.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Becker Capital Management
Becker Capital Management Portland, Oregon $3.69B AUM 25.93% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

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

Root Financial Partners opened a new position in Grocery Outlet (GO) in Q3 2026: 812 shares worth $9.14K. The stake represents ﹤0.01% of the portfolio and ranks #1957 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GO as recently as Q3 2025.

Root Financial Partners first reported a position in GO in Q3 2025 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold GO as of Q3 2026.

  • Root Financial Partners held 812 shares of Grocery Outlet worth $9.14K as of Q3 2026.
  • Grocery Outlet was a new Root Financial Partners position in Q3 2026.
  • Grocery Outlet made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1957 holding.
  • Root Financial Partners first reported a position in Grocery Outlet in Q3 2025 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2026.

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