Root Financial Partners
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Root Financial Partners’s Hormel Foods HRL Stock Holding History

Root Financial Partners’s Portfolio HRL Stock Details HRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.2K Buy
+964
New +$22.5K ﹤0.01% 1579
2026
Q2 		– Sell
-1,495
Closed -$33.9K – 1645
2026
Q1 		$33.9K Buy
1,495
+895
+149% +$21.4K ﹤0.01% 1049
2025
Q4 		$14.2K Sell
600
-185
-24% -$4.32K ﹤0.01% 1344
2025
Q3 		$19.4K Buy
+785
New +$21.7K ﹤0.01% 1134

Other funds holding HRL

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Root Financial Partners opened a new position in Hormel Foods (HRL) in Q3 2026: 964 shares worth $19.2K. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HRL as recently as Q1 2026.

Root Financial Partners first reported a position in HRL in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.9K in Q1 2026. 311 funds tracked by Wall St. Rank hold HRL as of Q3 2026.

  • Root Financial Partners held 964 shares of Hormel Foods worth $19.2K as of Q3 2026.
  • Hormel Foods was a new Root Financial Partners position in Q3 2026.
  • Hormel Foods made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1579 holding.
  • Root Financial Partners first reported a position in Hormel Foods in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Hormel Foods position peaked at $33.9K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2026.

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