Root Financial Partners
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Root Financial Partners’s Sphere Entertainment SPHR Stock Holding History

Root Financial Partners’s Portfolio SPHR Stock Details SPHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.4K Buy
+92
New +$13.7K ﹤0.01% 1809
2026
Q2 		– Sell
-44
Closed -$5.17K – 2777
2026
Q1 		$5.17K Buy
44
+43
+4,300% +$4.5K ﹤0.01% 1945
2025
Q4 		$95 Hold
1
– – ﹤0.01% 2336
2025
Q3 		$62 Buy
+1
New +$47 ﹤0.01% 2261

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Deutsche Bank
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Artemis Investment Management
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Principal Financial Group
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Pinnacle Associates
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

Root Financial Partners opened a new position in Sphere Entertainment (SPHR) in Q3 2026: 92 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1809 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPHR as recently as Q1 2026.

Root Financial Partners first reported a position in SPHR in Q3 2025 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold SPHR as of Q3 2026.

  • Root Financial Partners held 92 shares of Sphere Entertainment worth $12.4K as of Q3 2026.
  • Sphere Entertainment was a new Root Financial Partners position in Q3 2026.
  • Sphere Entertainment made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1809 holding.
  • Root Financial Partners first reported a position in Sphere Entertainment in Q3 2025 and has held it in 4 quarters since.
  • 178 funds tracked by Wall St. Rank held Sphere Entertainment as of Q3 2026.

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