Root Financial Partners’s Lindblad Expeditions LIND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.82K	Buy	+217	New	+$6.28K	﹤0.01%	2096

Other funds holding LIND

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $33.4B AUM 56.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Root Financial Partners opened a new position in Lindblad Expeditions (LIND) in Q3 2026: 217 shares worth $6.82K. The stake represents ﹤0.01% of the portfolio and ranks #2096 among its holdings.

176 funds tracked by Wall St. Rank hold LIND as of Q3 2026.

Root Financial Partners held 217 shares of Lindblad Expeditions worth $6.82K as of Q3 2026.
Lindblad Expeditions was a new Root Financial Partners position in Q3 2026.
Lindblad Expeditions made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2096 holding.
176 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2026.

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