Root Financial Partners
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Root Financial Partners’s Live Nation Entertainment LYV Stock Holding History

Root Financial Partners’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$77.4K Buy
+457
New +$81.6K ﹤0.01% 873
2026
Q2 		– Sell
-373
Closed -$56.9K – 2004
2026
Q1 		$56.9K Buy
373
+61
+20% +$9.24K ﹤0.01% 823
2025
Q4 		$44.5K Buy
312
+85
+37% +$12.2K ﹤0.01% 762
2025
Q3 		$37.1K Buy
+227
New +$35.9K ﹤0.01% 793

Other funds holding LYV

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 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in Live Nation Entertainment (LYV) in Q3 2026: 457 shares worth $77.4K. The stake represents ﹤0.01% of the portfolio and ranks #873 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LYV as recently as Q1 2026.

Root Financial Partners first reported a position in LYV in Q3 2025 and has held it in 4 quarters since. 684 funds tracked by Wall St. Rank hold LYV as of Q3 2026.

  • Root Financial Partners held 457 shares of Live Nation Entertainment worth $77.4K as of Q3 2026.
  • Live Nation Entertainment was a new Root Financial Partners position in Q3 2026.
  • Live Nation Entertainment made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #873 holding.
  • Root Financial Partners first reported a position in Live Nation Entertainment in Q3 2025 and has held it in 4 quarters since.
  • 684 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q3 2026.

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