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Root Financial Partners’s Jones Lang LaSalle JLL Stock Holding History

Root Financial Partners’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.9K Buy
223
+48
+27% +$15.5K ﹤0.01% 728
2025
Q4 		$58.9K Buy
175
+28
+19% +$8.78K ﹤0.01% 652
2025
Q3 		$43.8K Buy
+147
New +$42K ﹤0.01% 714

Other funds holding JLL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Root Financial Partners increased its Jones Lang LaSalle (JLL) stake by 27% in Q1 2026, buying an estimated $15.5K and bringing the position to 223 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Root Financial Partners first reported a position in JLL in Q3 2025 and has held it in 3 quarters since. 655 funds tracked by Wall St. Rank hold JLL as of Q1 2026.

  • Root Financial Partners held 223 shares of Jones Lang LaSalle worth $67.9K as of Q1 2026.
  • Root Financial Partners bought 48 Jones Lang LaSalle shares in Q1 2026, an estimated $15.5K.
  • Jones Lang LaSalle made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #728 holding.
  • Root Financial Partners first reported a position in Jones Lang LaSalle in Q3 2025 and has held it in 3 quarters since.
  • 655 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2026.

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