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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
Q2 		– Sell
-11
Closed -$873 – 1833
2026
Q1 		$873 Buy
+11
New +$847 ﹤0.01% 2665

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Deutsche Bank
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Geode Capital Management
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GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Root Financial Partners's JBSS Position: Q2 2026 in Review

Root Financial Partners sold out of John B. Sanfilippo & Son (JBSS) in Q2 2026, closing a stake of 11 shares — an estimated $873 sold.

Root Financial Partners first reported a position in JBSS in Q1 2026 and held it in 1 quarter. The position peaked at $873 in Q1 2026. 211 funds tracked by Wall St. Rank hold JBSS as of Q2 2026.

  • Root Financial Partners reported no remaining John B. Sanfilippo & Son position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 11 John B. Sanfilippo & Son shares in Q2 2026, an estimated $873.
  • Root Financial Partners first reported a position in John B. Sanfilippo & Son in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's John B. Sanfilippo & Son position peaked at $873 in Q1 2026.
  • 211 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.