Root Financial Partners
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Root Financial Partners’s Taboola.com TBLA Stock Holding History

Root Financial Partners’s Portfolio TBLA Stock Details TBLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$911 Buy
+271
New +$1.17K ﹤0.01% 2988
2026
Q2 		– Sell
-725
Closed -$2.25K – 2873
2026
Q1 		$2.25K Buy
+725
New +$2.59K ﹤0.01% 2272

Other funds holding TBLA

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Creek Drive Management Group
Creek Drive Management Group San Francisco, California $368M AUM 23.05% 1-Year Est. Return
Stoic Point Capital Management
Stoic Point Capital Management Palo Alto, California $153M AUM 1.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AlpInvest Partners
AlpInvest Partners Amsterdam, Netherlands $82.8M AUM 1.69% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $549M AUM 46.93% 1-Year Est. Return

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

Root Financial Partners opened a new position in Taboola.com (TBLA) in Q3 2026: 271 shares worth $911. The stake represents ﹤0.01% of the portfolio and ranks #2988 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TBLA as recently as Q1 2026.

Root Financial Partners first reported a position in TBLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.25K in Q1 2026. 100 funds tracked by Wall St. Rank hold TBLA as of Q3 2026.

  • Root Financial Partners held 271 shares of Taboola.com worth $911 as of Q3 2026.
  • Taboola.com was a new Root Financial Partners position in Q3 2026.
  • Taboola.com made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2988 holding.
  • Root Financial Partners first reported a position in Taboola.com in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Taboola.com position peaked at $2.25K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Taboola.com as of Q3 2026.

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