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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
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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Root Financial Partners sold out of Live Nation Entertainment (LYV) in Q2 2026, closing a stake of 373 shares — an estimated $56.9K sold.

Root Financial Partners first reported a position in LYV in Q3 2025 and held it in 3 quarters. The position peaked at $56.9K in Q1 2026. 268 funds tracked by Wall St. Rank hold LYV as of Q2 2026.

  • Root Financial Partners reported no remaining Live Nation Entertainment position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 373 Live Nation Entertainment shares in Q2 2026, an estimated $56.9K.
  • Root Financial Partners first reported a position in Live Nation Entertainment in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Live Nation Entertainment position peaked at $56.9K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2026.

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