Root Financial Partners
HGV icon

Root Financial Partners’s Hilton Grand Vacations HGV Stock Holding History

Root Financial Partners’s Portfolio HGV Stock Details HGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.5K Buy
+564
New +$25K ﹤0.01% 1566
2026
Q2 		– Sell
-304
Closed -$11.9K – 1610
2026
Q1 		$11.9K Buy
304
+25
+9% +$1.12K ﹤0.01% 1592
2025
Q4 		$12.5K Buy
279
+8
+3% +$340 ﹤0.01% 1404
2025
Q3 		$11.3K Buy
+271
New +$12.5K ﹤0.01% 1404

Other funds holding HGV

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.16B AUM 31.44% 1-Year Est. Return

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

Root Financial Partners opened a new position in Hilton Grand Vacations (HGV) in Q3 2026: 564 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #1566 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HGV as recently as Q1 2026.

Root Financial Partners first reported a position in HGV in Q3 2025 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold HGV as of Q3 2026.

  • Root Financial Partners held 564 shares of Hilton Grand Vacations worth $19.5K as of Q3 2026.
  • Hilton Grand Vacations was a new Root Financial Partners position in Q3 2026.
  • Hilton Grand Vacations made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1566 holding.
  • Root Financial Partners first reported a position in Hilton Grand Vacations in Q3 2025 and has held it in 4 quarters since.
  • 210 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q3 2026.

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