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Root Financial Partners’s Ralph Lauren RL Stock Holding History

Root Financial Partners’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-236
Closed -$81.3K – 2564
2026
Q1 		$81.3K Buy
236
+61
+35% +$21.7K ﹤0.01% 651
2025
Q4 		$62K Buy
175
+23
+15% +$7.84K ﹤0.01% 635
2025
Q3 		$47.7K Buy
+152
New +$45.3K ﹤0.01% 685

Other funds holding RL

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

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

Root Financial Partners sold out of Ralph Lauren (RL) in Q2 2026, closing a stake of 236 shares — an estimated $81.3K sold.

Root Financial Partners first reported a position in RL in Q3 2025 and held it in 3 quarters. The position peaked at $81.3K in Q1 2026. 248 funds tracked by Wall St. Rank hold RL as of Q2 2026.

  • Root Financial Partners reported no remaining Ralph Lauren position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 236 Ralph Lauren shares in Q2 2026, an estimated $81.3K.
  • Root Financial Partners first reported a position in Ralph Lauren in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Ralph Lauren position peaked at $81.3K in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Ralph Lauren as of Q2 2026.

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