Root Financial Partners
JD icon

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
Q3 		$3.27K Buy
+123
New +$3.57K ﹤0.01% 2403
2026
Q2 		– Sell
-120
Closed -$3.55K – 1835
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

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North of South Capital
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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
CoreView Capital Management
CoreView Capital Management Hong Kong $569M AUM 18.27% 1-Year Est. Return
Discerene Group
Discerene Group Stamford, Connecticut $1.07B AUM 14.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in JD.com (JD) in Q3 2026: 123 shares worth $3.27K. The stake represents ﹤0.01% of the portfolio and ranks #2403 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JD as recently as Q1 2026.

Root Financial Partners first reported a position in JD in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.1K in Q4 2025. 317 funds tracked by Wall St. Rank hold JD as of Q3 2026.

  • Root Financial Partners held 123 shares of JD.com worth $3.27K as of Q3 2026.
  • JD.com was a new Root Financial Partners position in Q3 2026.
  • JD.com made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2403 holding.
  • Root Financial Partners first reported a position in JD.com in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's JD.com position peaked at $32.1K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held JD.com as of Q3 2026.

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