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 Q2	–	Sell	-7	Closed	-$93	–	2307
2026 Q1	$93	Buy	+7	New	+$96	﹤0.01%	3294

Other funds holding OPBK

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

MCM

Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

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

Root Financial Partners sold out of OP Bancorp (OPBK) in Q2 2026, closing a stake of 7 shares — an estimated $93 sold.

Root Financial Partners first reported a position in OPBK in Q1 2026 and held it in 1 quarter. The position peaked at $93 in Q1 2026. 97 funds tracked by Wall St. Rank hold OPBK as of Q2 2026.

Root Financial Partners reported no remaining OP Bancorp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 7 OP Bancorp shares in Q2 2026, an estimated $93.
Root Financial Partners first reported a position in OP Bancorp in Q1 2026 and held it in 1 quarter.
Root Financial Partners's OP Bancorp position peaked at $93 in Q1 2026.
97 funds tracked by Wall St. Rank held OP Bancorp as of Q2 2026.

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