Root Financial Partners’s Trueblue TBI Stock Holding History

Root Financial Partners’s Portfolio TBI Stock Details TBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9	Closed	-$35	–	2872
2026 Q1	$35	Buy	+9	New	+$40	﹤0.01%	3410

Other funds holding TBI

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IES Holdings Houston, Texas $311M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Root Financial Partners sold out of Trueblue (TBI) in Q2 2026, closing a stake of 9 shares — an estimated $35 sold.

Root Financial Partners first reported a position in TBI in Q1 2026 and held it in 1 quarter. The position peaked at $35 in Q1 2026. 113 funds tracked by Wall St. Rank hold TBI as of Q2 2026.

Root Financial Partners reported no remaining Trueblue position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 9 Trueblue shares in Q2 2026, an estimated $35.
Root Financial Partners first reported a position in Trueblue in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Trueblue position peaked at $35 in Q1 2026.
113 funds tracked by Wall St. Rank held Trueblue as of Q2 2026.

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