Root Financial Partners
RL icon

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
Q3 		$71.5K Buy
+201
New +$74.1K ﹤0.01% 903
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

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

Root Financial Partners opened a new position in Ralph Lauren (RL) in Q3 2026: 201 shares worth $71.5K. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RL as recently as Q1 2026.

Root Financial Partners first reported a position in RL in Q3 2025 and has held it in 4 quarters since. The position peaked at $81.3K in Q1 2026. 637 funds tracked by Wall St. Rank hold RL as of Q3 2026.

  • Root Financial Partners held 201 shares of Ralph Lauren worth $71.5K as of Q3 2026.
  • Ralph Lauren was a new Root Financial Partners position in Q3 2026.
  • Ralph Lauren made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #903 holding.
  • Root Financial Partners first reported a position in Ralph Lauren in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Ralph Lauren position peaked at $81.3K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held Ralph Lauren as of Q3 2026.

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