Root Financial Partners
SAM icon

Root Financial Partners’s Boston Beer SAM Stock Holding History

Root Financial Partners’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.7K Buy
+65
New +$11.5K ﹤0.01% 1879
2026
Q2 		– Sell
-96
Closed -$22.1K – 2633
2026
Q1 		$22.1K Buy
96
+68
+243% +$15.3K ﹤0.01% 1266
2025
Q4 		$5.46K Buy
28
+1
+4% +$206 ﹤0.01% 1736
2025
Q3 		$5.71K Buy
+27
New +$5.74K ﹤0.01% 1672

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American Century Companies
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River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Root Financial Partners opened a new position in Boston Beer (SAM) in Q3 2026: 65 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1879 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SAM as recently as Q1 2026.

Root Financial Partners first reported a position in SAM in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.1K in Q1 2026. 241 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

  • Root Financial Partners held 65 shares of Boston Beer worth $10.7K as of Q3 2026.
  • Boston Beer was a new Root Financial Partners position in Q3 2026.
  • Boston Beer made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1879 holding.
  • Root Financial Partners first reported a position in Boston Beer in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Boston Beer position peaked at $22.1K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

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