Root Financial Partners
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Root Financial Partners’s Sinclair Inc SBGI Stock Holding History

Root Financial Partners’s Portfolio SBGI Stock Details SBGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$102 Buy
+8
New +$112 ﹤0.01% 3642
2026
Q2 		– Sell
-12
Closed -$155 – 2644
2026
Q1 		$155 Buy
+12
New +$174 ﹤0.01% 3203

Other funds holding SBGI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Root Financial Partners opened a new position in Sinclair Inc (SBGI) in Q3 2026: 8 shares worth $102. The stake represents ﹤0.01% of the portfolio and ranks #3642 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SBGI as recently as Q1 2026.

Root Financial Partners first reported a position in SBGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $155 in Q1 2026. 79 funds tracked by Wall St. Rank hold SBGI as of Q3 2026.

  • Root Financial Partners held 8 shares of Sinclair Inc worth $102 as of Q3 2026.
  • Sinclair Inc was a new Root Financial Partners position in Q3 2026.
  • Sinclair Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3642 holding.
  • Root Financial Partners first reported a position in Sinclair Inc in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Sinclair Inc position peaked at $155 in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Sinclair Inc as of Q3 2026.

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