Root Financial Partners
HWKN icon

Root Financial Partners’s Hawkins HWKN Stock Holding History

Root Financial Partners’s Portfolio HWKN Stock Details HWKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.53K Buy
+28
New +$3.64K ﹤0.01% 2366
2026
Q2 		– Sell
-45
Closed -$6.91K – 1670
2026
Q1 		$6.91K Buy
45
+18
+67% +$2.64K ﹤0.01% 1821
2025
Q4 		$3.84K Sell
27
-2
-7% -$294 ﹤0.01% 1848
2025
Q3 		$5.3K Buy
+29
New +$4.85K ﹤0.01% 1700

Other funds holding HWKN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bowen Hanes & Co
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

Root Financial Partners opened a new position in Hawkins (HWKN) in Q3 2026: 28 shares worth $3.53K. The stake represents ﹤0.01% of the portfolio and ranks #2366 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HWKN as recently as Q1 2026.

Root Financial Partners first reported a position in HWKN in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.91K in Q1 2026. 240 funds tracked by Wall St. Rank hold HWKN as of Q3 2026.

  • Root Financial Partners held 28 shares of Hawkins worth $3.53K as of Q3 2026.
  • Hawkins was a new Root Financial Partners position in Q3 2026.
  • Hawkins made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2366 holding.
  • Root Financial Partners first reported a position in Hawkins in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Hawkins position peaked at $6.91K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Hawkins as of Q3 2026.

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