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Root Financial Partners’s JD.com JD Stock Holding History

Root Financial Partners’s Portfolio JD Stock Details JD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.55K Sell
120
-1,000
-89% -$28.3K ﹤0.01% 2077
2025
Q4 		$32.1K Buy
1,120
+1,020
+1,020% +$31.9K ﹤0.01% 910
2025
Q3 		$3.5K Buy
+100
New +$3.26K ﹤0.01% 1840

Other funds holding JD

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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

Root Financial Partners reduced its JD.com (JD) stake by 89% in Q1 2026, selling an estimated $28.3K and leaving 120 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Root Financial Partners first reported a position in JD in Q3 2025 and has held it in 3 quarters since. The position peaked at $32.1K in Q4 2025. 408 funds tracked by Wall St. Rank hold JD as of Q1 2026.

  • Root Financial Partners held 120 shares of JD.com worth $3.55K as of Q1 2026.
  • Root Financial Partners sold 1,000 JD.com shares in Q1 2026, an estimated $28.3K.
  • JD.com made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2077 holding.
  • Root Financial Partners first reported a position in JD.com in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's JD.com position peaked at $32.1K in Q4 2025.
  • 408 funds tracked by Wall St. Rank held JD.com as of Q1 2026.

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