Root Financial Partners
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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
Q3 		$16.6K Buy
+250
New +$19.5K ﹤0.01% 1658
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

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

Root Financial Partners opened a new position in Sprouts Farmers Market (SFM) in Q3 2026: 250 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #1658 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SFM as recently as Q1 2026.

Root Financial Partners first reported a position in SFM in Q3 2025 and has held it in 4 quarters since. The position peaked at $66.8K in Q1 2026. 500 funds tracked by Wall St. Rank hold SFM as of Q3 2026.

  • Root Financial Partners held 250 shares of Sprouts Farmers Market worth $16.6K as of Q3 2026.
  • Sprouts Farmers Market was a new Root Financial Partners position in Q3 2026.
  • Sprouts Farmers Market made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1658 holding.
  • Root Financial Partners first reported a position in Sprouts Farmers Market in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Sprouts Farmers Market position peaked at $66.8K in Q1 2026.
  • 500 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2026.

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