Root Financial Partners’s Lifeway Foods LWAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$360	Buy	+17	New	+$466	﹤0.01%	3347

Other funds holding LWAY

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Root Financial Partners opened a new position in Lifeway Foods (LWAY) in Q3 2026: 17 shares worth $360. The stake represents ﹤0.01% of the portfolio and ranks #3347 among its holdings.

10 funds tracked by Wall St. Rank hold LWAY as of Q3 2026.

Root Financial Partners held 17 shares of Lifeway Foods worth $360 as of Q3 2026.
Lifeway Foods was a new Root Financial Partners position in Q3 2026.
Lifeway Foods made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3347 holding.
10 funds tracked by Wall St. Rank held Lifeway Foods as of Q3 2026.

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