Root Financial Partners
ROKU icon

Root Financial Partners’s Roku ROKU Stock Holding History

Root Financial Partners’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$48.6K Buy
+319
New +$48K ﹤0.01% 1103
2026
Q2 		– Sell
-708
Closed -$67K – 2587
2026
Q1 		$67K Buy
708
+509
+256% +$49.6K ﹤0.01% 732
2025
Q4 		$21.6K Sell
199
-133
-40% -$13.5K ﹤0.01% 1148
2025
Q3 		$33.2K Buy
+332
New +$30.6K ﹤0.01% 840

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Syquant Capital SAS
Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Aware Super
Aware Super Sydney, Australia $7.51B AUM
Atlas Venture Advisors
Atlas Venture Advisors Boston, Massachusetts $111M AUM 45% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

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

Root Financial Partners opened a new position in Roku (ROKU) in Q3 2026: 319 shares worth $48.6K. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ROKU as recently as Q1 2026.

Root Financial Partners first reported a position in ROKU in Q3 2025 and has held it in 4 quarters since. The position peaked at $67K in Q1 2026. 230 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Root Financial Partners held 319 shares of Roku worth $48.6K as of Q3 2026.
  • Roku was a new Root Financial Partners position in Q3 2026.
  • Roku made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1103 holding.
  • Root Financial Partners first reported a position in Roku in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Roku position peaked at $67K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Roku as of Q3 2026.

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