Root Financial Partners
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Root Financial Partners’s Grand Canyon Education LOPE Stock Holding History

Root Financial Partners’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.8K Buy
+78
New +$11.6K ﹤0.01% 1835
2026
Q2 		– Sell
-129
Closed -$21.9K – 1979
2026
Q1 		$21.9K Buy
129
+47
+57% +$7.88K ﹤0.01% 1272
2025
Q4 		$13.6K Sell
82
-24
-23% -$4.34K ﹤0.01% 1362
2025
Q3 		$23.3K Buy
+106
New +$20.4K ﹤0.01% 1039

Other funds holding LOPE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

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

Root Financial Partners opened a new position in Grand Canyon Education (LOPE) in Q3 2026: 78 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #1835 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LOPE as recently as Q1 2026.

Root Financial Partners first reported a position in LOPE in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.3K in Q3 2025. 355 funds tracked by Wall St. Rank hold LOPE as of Q3 2026.

  • Root Financial Partners held 78 shares of Grand Canyon Education worth $11.8K as of Q3 2026.
  • Grand Canyon Education was a new Root Financial Partners position in Q3 2026.
  • Grand Canyon Education made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1835 holding.
  • Root Financial Partners first reported a position in Grand Canyon Education in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Grand Canyon Education position peaked at $23.3K in Q3 2025.
  • 355 funds tracked by Wall St. Rank held Grand Canyon Education as of Q3 2026.

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