Root Financial Partners
SHAK icon

Root Financial Partners’s Shake Shack SHAK Stock Holding History

Root Financial Partners’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$31.3K Buy
+534
New +$34K ﹤0.01% 1321
2026
Q2 		– Sell
-159
Closed -$14.1K – 2692
2026
Q1 		$14.1K Buy
159
+31
+24% +$2.85K ﹤0.01% 1522
2025
Q4 		$10.4K Sell
128
-41
-24% -$3.62K ﹤0.01% 1478
2025
Q3 		$15.8K Buy
+169
New +$19.4K ﹤0.01% 1231

Other funds holding SHAK

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Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Root Financial Partners opened a new position in Shake Shack (SHAK) in Q3 2026: 534 shares worth $31.3K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SHAK as recently as Q1 2026.

Root Financial Partners first reported a position in SHAK in Q3 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold SHAK as of Q3 2026.

  • Root Financial Partners held 534 shares of Shake Shack worth $31.3K as of Q3 2026.
  • Shake Shack was a new Root Financial Partners position in Q3 2026.
  • Shake Shack made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1321 holding.
  • Root Financial Partners first reported a position in Shake Shack in Q3 2025 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Shake Shack as of Q3 2026.

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