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Root Financial Partners’s J&J Snack Foods JJSF Stock Holding History

Root Financial Partners’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-44
Closed -$3.49K – 1846
2026
Q1 		$3.49K Buy
44
+35
+389% +$3.03K ﹤0.01% 2084
2025
Q4 		$813 Sell
9
-6
-40% -$544 ﹤0.01% 2139
2025
Q3 		$1.44K Buy
+15
New +$1.66K ﹤0.01% 2006

Other funds holding JJSF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Root Financial Partners sold out of J&J Snack Foods (JJSF) in Q2 2026, closing a stake of 44 shares — an estimated $3.49K sold.

Root Financial Partners first reported a position in JJSF in Q3 2025 and held it in 3 quarters. The position peaked at $3.49K in Q1 2026. 251 funds tracked by Wall St. Rank hold JJSF as of Q2 2026.

  • Root Financial Partners reported no remaining J&J Snack Foods position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 44 J&J Snack Foods shares in Q2 2026, an estimated $3.49K.
  • Root Financial Partners first reported a position in J&J Snack Foods in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's J&J Snack Foods position peaked at $3.49K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held J&J Snack Foods as of Q2 2026.

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