Root Financial Partners
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Root Financial Partners’s Lear LEA Stock Holding History

Root Financial Partners’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$58.4K Buy
+495
New +$64K ﹤0.01% 1005
2026
Q2 		– Sell
-268
Closed -$32.4K – 1944
2026
Q1 		$32.4K Buy
268
+48
+22% +$5.98K ﹤0.01% 1071
2025
Q4 		$25.2K Buy
220
+44
+25% +$4.7K ﹤0.01% 1059
2025
Q3 		$17.7K Buy
+176
New +$18.3K ﹤0.01% 1179

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Vanguard Portfolio Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Root Financial Partners opened a new position in Lear (LEA) in Q3 2026: 495 shares worth $58.4K. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LEA as recently as Q1 2026.

Root Financial Partners first reported a position in LEA in Q3 2025 and has held it in 4 quarters since. 412 funds tracked by Wall St. Rank hold LEA as of Q3 2026.

  • Root Financial Partners held 495 shares of Lear worth $58.4K as of Q3 2026.
  • Lear was a new Root Financial Partners position in Q3 2026.
  • Lear made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1005 holding.
  • Root Financial Partners first reported a position in Lear in Q3 2025 and has held it in 4 quarters since.
  • 412 funds tracked by Wall St. Rank held Lear as of Q3 2026.

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