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Root Financial Partners’s Lionsgate Studios LION Stock Holding History

Root Financial Partners’s Portfolio LION Stock Details LION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-143
Closed -$1.37K – 3310
2026
Q1 		$1.37K Buy
143
+103
+258% +$950 ﹤0.01% 2474
2025
Q4 		$365 Sell
40
-4
-9% -$28 ﹤0.01% 2245
2025
Q3 		$304 Buy
+44
New +$283 ﹤0.01% 2185

Other funds holding LION

MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
L7C
Liberty 77 Capital Washington, District of Columbia $1.75B AUM 88.73% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Root Financial Partners sold out of Lionsgate Studios (LION) in Q2 2026, closing a stake of 143 shares — an estimated $1.37K sold.

Root Financial Partners first reported a position in LION in Q3 2025 and held it in 3 quarters. The position peaked at $1.37K in Q1 2026. 293 funds tracked by Wall St. Rank hold LION as of Q2 2026.

  • Root Financial Partners reported no remaining Lionsgate Studios position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 143 Lionsgate Studios shares in Q2 2026, an estimated $1.37K.
  • Root Financial Partners first reported a position in Lionsgate Studios in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Lionsgate Studios position peaked at $1.37K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Lionsgate Studios as of Q2 2026.

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