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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Root Financial Partners sold out of Teekay (TK) in Q2 2026, closing a stake of 87 shares — an estimated $1.06K sold.

Root Financial Partners first reported a position in TK in Q1 2026 and held it in 1 quarter. The position peaked at $1.06K in Q1 2026. 178 funds tracked by Wall St. Rank hold TK as of Q2 2026.

Root Financial Partners reported no remaining Teekay position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 87 Teekay shares in Q2 2026, an estimated $1.06K.
Root Financial Partners first reported a position in Teekay in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Teekay position peaked at $1.06K in Q1 2026.
178 funds tracked by Wall St. Rank held Teekay as of Q2 2026.

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