Root Financial Partners
TBBB icon

Root Financial Partners’s BBB Foods TBBB Stock Holding History

Root Financial Partners’s Portfolio TBBB Stock Details TBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.5K Buy
+200
New +$9.22K ﹤0.01% 1888
2026
Q2 		– Sell
-200
Closed -$7.07K – 3276
2026
Q1 		$7.07K Buy
+200
New +$7K ﹤0.01% 1813

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William Blair Investment Management
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WOCP
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Mawer Investment Management
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Aubrey Capital Management
Aubrey Capital Management Edinburgh, United Kingdom $115M AUM 51.42% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

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

Root Financial Partners opened a new position in BBB Foods (TBBB) in Q3 2026: 200 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #1888 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TBBB as recently as Q1 2026.

Root Financial Partners first reported a position in TBBB in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold TBBB as of Q3 2026.

  • Root Financial Partners held 200 shares of BBB Foods worth $10.5K as of Q3 2026.
  • BBB Foods was a new Root Financial Partners position in Q3 2026.
  • BBB Foods made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1888 holding.
  • Root Financial Partners first reported a position in BBB Foods in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held BBB Foods as of Q3 2026.

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