Root Financial Partners’s Kohl's KSS Stock Holding History

Root Financial Partners’s Portfolio KSS Stock Details KSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16	Closed	-$206	–	1915
2026 Q1	$206	Hold	16	–	–	﹤0.01%	3146
2025 Q4	$327	Sell	16 -1	-6%	-$19	﹤0.01%	2254
2025 Q3	$262	Buy	+17	New	+$227	﹤0.01%	2194

Other funds holding KSS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Root Financial Partners sold out of Kohl's (KSS) in Q2 2026, closing a stake of 16 shares — an estimated $206 sold.

Root Financial Partners first reported a position in KSS in Q3 2025 and held it in 3 quarters. The position peaked at $327 in Q4 2025. 368 funds tracked by Wall St. Rank hold KSS as of Q2 2026.

Root Financial Partners reported no remaining Kohl's position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 16 Kohl's shares in Q2 2026, an estimated $206.
Root Financial Partners first reported a position in Kohl's in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Kohl's position peaked at $327 in Q4 2025.
368 funds tracked by Wall St. Rank held Kohl's as of Q2 2026.

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