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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
Q2 		– Sell
-223
Closed -$67.9K – 1848
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Root Financial Partners sold out of Jones Lang LaSalle (JLL) in Q2 2026, closing a stake of 223 shares — an estimated $67.9K sold.

Root Financial Partners first reported a position in JLL in Q3 2025 and held it in 3 quarters. The position peaked at $67.9K in Q1 2026. 663 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • Root Financial Partners reported no remaining Jones Lang LaSalle position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 223 Jones Lang LaSalle shares in Q2 2026, an estimated $67.9K.
  • Root Financial Partners first reported a position in Jones Lang LaSalle in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Jones Lang LaSalle position peaked at $67.9K in Q1 2026.
  • 663 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

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