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Root Financial Partners’s John B. Sanfilippo & Son JBSS Stock Holding History

Root Financial Partners’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$873 Buy
+11
New +$847 ﹤0.01% 2665

Other funds holding JBSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Root Financial Partners's JBSS Position: Q1 2026 in Review

Root Financial Partners opened a new position in John B. Sanfilippo & Son (JBSS) in Q1 2026: 11 shares worth $873. The stake represents ﹤0.01% of the portfolio and ranks #2665 among its holdings.

214 funds tracked by Wall St. Rank hold JBSS as of Q1 2026.

  • Root Financial Partners held 11 shares of John B. Sanfilippo & Son worth $873 as of Q1 2026.
  • John B. Sanfilippo & Son was a new Root Financial Partners position in Q1 2026.
  • John B. Sanfilippo & Son made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2665 holding.
  • 214 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.