Root Financial Partners
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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
Q3 		$67.5K Buy
+221
New +$76.7K ﹤0.01% 928
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

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

Root Financial Partners opened a new position in Jones Lang LaSalle (JLL) in Q3 2026: 221 shares worth $67.5K. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JLL as recently as Q1 2026.

Root Financial Partners first reported a position in JLL in Q3 2025 and has held it in 4 quarters since. The position peaked at $67.9K in Q1 2026. 568 funds tracked by Wall St. Rank hold JLL as of Q3 2026.

  • Root Financial Partners held 221 shares of Jones Lang LaSalle worth $67.5K as of Q3 2026.
  • Jones Lang LaSalle was a new Root Financial Partners position in Q3 2026.
  • Jones Lang LaSalle made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #928 holding.
  • Root Financial Partners first reported a position in Jones Lang LaSalle in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Jones Lang LaSalle position peaked at $67.9K in Q1 2026.
  • 568 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2026.

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