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Root Financial Partners’s Sprouts Farmers Market SFM Stock Holding History

Root Financial Partners’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-866
Closed -$66.8K – 2686
2026
Q1 		$66.8K Buy
866
+677
+358% +$50.5K ﹤0.01% 734
2025
Q4 		$15.1K Sell
189
-51
-21% -$4.58K ﹤0.01% 1314
2025
Q3 		$26.1K Buy
+240
New +$34.9K ﹤0.01% 978

Other funds holding SFM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Root Financial Partners's SFM Position: Q2 2026 in Review

Root Financial Partners sold out of Sprouts Farmers Market (SFM) in Q2 2026, closing a stake of 866 shares — an estimated $66.8K sold.

Root Financial Partners first reported a position in SFM in Q3 2025 and held it in 3 quarters. The position peaked at $66.8K in Q1 2026. 189 funds tracked by Wall St. Rank hold SFM as of Q2 2026.

  • Root Financial Partners reported no remaining Sprouts Farmers Market position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 866 Sprouts Farmers Market shares in Q2 2026, an estimated $66.8K.
  • Root Financial Partners first reported a position in Sprouts Farmers Market in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sprouts Farmers Market position peaked at $66.8K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.