Root Financial Partners
SFL icon

Root Financial Partners’s SFL Corp SFL Stock Holding History

Root Financial Partners’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.55K Buy
+270
New +$3.29K ﹤0.01% 2363
2026
Q2 		– Sell
-186
Closed -$2.01K – 2684
2026
Q1 		$2.01K Buy
+186
New +$1.8K ﹤0.01% 2318

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Bank of New York Mellon
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
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Qube Research & Technologies (QRT)
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Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 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 SFL Position: Q3 2026 in Review

Root Financial Partners opened a new position in SFL Corp (SFL) in Q3 2026: 270 shares worth $3.55K. The stake represents ﹤0.01% of the portfolio and ranks #2363 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SFL as recently as Q1 2026.

Root Financial Partners first reported a position in SFL in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold SFL as of Q3 2026.

  • Root Financial Partners held 270 shares of SFL Corp worth $3.55K as of Q3 2026.
  • SFL Corp was a new Root Financial Partners position in Q3 2026.
  • SFL Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2363 holding.
  • Root Financial Partners first reported a position in SFL Corp in Q1 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held SFL Corp as of Q3 2026.

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