Root Financial Partners
OPBK icon

Root Financial Partners’s OP Bancorp OPBK Stock Holding History

Root Financial Partners’s Portfolio OPBK Stock Details OPBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$210 Buy
+14
New +$214 ﹤0.01% 3492
2026
Q2 		– Sell
-7
Closed -$93 – 2307
2026
Q1 		$93 Buy
+7
New +$96 ﹤0.01% 3294

Other funds holding OPBK

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Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Truffle Hound Capital
Truffle Hound Capital Bethesda, Maryland $480M AUM 40.25% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Root Financial Partners opened a new position in OP Bancorp (OPBK) in Q3 2026: 14 shares worth $210. The stake represents ﹤0.01% of the portfolio and ranks #3492 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OPBK as recently as Q1 2026.

Root Financial Partners first reported a position in OPBK in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold OPBK as of Q3 2026.

  • Root Financial Partners held 14 shares of OP Bancorp worth $210 as of Q3 2026.
  • OP Bancorp was a new Root Financial Partners position in Q3 2026.
  • OP Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3492 holding.
  • Root Financial Partners first reported a position in OP Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held OP Bancorp as of Q3 2026.

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