Root Financial Partners
RUN icon

Root Financial Partners’s Sunrun RUN Stock Holding History

Root Financial Partners’s Portfolio RUN Stock Details RUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.7K Buy
+1,509
New +$14.9K ﹤0.01% 1837
2026
Q2 		– Sell
-225
Closed -$3.05K – 2607
2026
Q1 		$3.05K Sell
225
-75
-25% -$1.25K ﹤0.01% 2150
2025
Q4 		$5.52K Buy
300
+285
+1,900% +$5.46K ﹤0.01% 1733
2025
Q3 		$259 Buy
+15
New +$201 ﹤0.01% 2197

Other funds holding RUN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
PGGM Investments
PGGM Investments Zeist, Netherlands $4.08B AUM 18.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Root Financial Partners opened a new position in Sunrun (RUN) in Q3 2026: 1,509 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #1837 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RUN as recently as Q1 2026.

Root Financial Partners first reported a position in RUN in Q3 2025 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold RUN as of Q3 2026.

  • Root Financial Partners held 1,509 shares of Sunrun worth $11.7K as of Q3 2026.
  • Sunrun was a new Root Financial Partners position in Q3 2026.
  • Sunrun made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1837 holding.
  • Root Financial Partners first reported a position in Sunrun in Q3 2025 and has held it in 4 quarters since.
  • 219 funds tracked by Wall St. Rank held Sunrun as of Q3 2026.

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