Root Financial Partners
TK icon

Root Financial Partners’s Teekay TK Stock Holding History

Root Financial Partners’s Portfolio TK Stock Details TK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$57 Buy
+4
New +$50 ﹤0.01% 3712
2026
Q2 		– Sell
-87
Closed -$1.06K – 2920
2026
Q1 		$1.06K Buy
+87
New +$960 ﹤0.01% 2594

Other funds holding TK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Bell & Brown Wealth Advisors
Bell & Brown Wealth Advisors Newport Beach, California $320M AUM 23.73% 1-Year Est. Return

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

Root Financial Partners opened a new position in Teekay (TK) in Q3 2026: 4 shares worth $57. The stake represents ﹤0.01% of the portfolio and ranks #3712 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TK as recently as Q1 2026.

Root Financial Partners first reported a position in TK in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.06K in Q1 2026. 79 funds tracked by Wall St. Rank hold TK as of Q3 2026.

  • Root Financial Partners held 4 shares of Teekay worth $57 as of Q3 2026.
  • Teekay was a new Root Financial Partners position in Q3 2026.
  • Teekay made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3712 holding.
  • Root Financial Partners first reported a position in Teekay in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Teekay position peaked at $1.06K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Teekay as of Q3 2026.

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