Root Financial Partners
TKO icon

Root Financial Partners’s TKO Group TKO Stock Holding History

Root Financial Partners’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.9K Buy
+111
New +$20.9K ﹤0.01% 1555
2026
Q2 		– Sell
-61
Closed -$12.3K – 2922
2026
Q1 		$12.3K Sell
61
-16
-21% -$3.27K ﹤0.01% 1576
2025
Q4 		$16.1K Buy
77
+8
+12% +$1.56K ﹤0.01% 1282
2025
Q3 		$13.9K Buy
+69
New +$12.6K ﹤0.01% 1291

Other funds holding TKO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Root Financial Partners opened a new position in TKO Group (TKO) in Q3 2026: 111 shares worth $19.9K. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TKO as recently as Q1 2026.

Root Financial Partners first reported a position in TKO in Q3 2025 and has held it in 4 quarters since. 491 funds tracked by Wall St. Rank hold TKO as of Q3 2026.

  • Root Financial Partners held 111 shares of TKO Group worth $19.9K as of Q3 2026.
  • TKO Group was a new Root Financial Partners position in Q3 2026.
  • TKO Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1555 holding.
  • Root Financial Partners first reported a position in TKO Group in Q3 2025 and has held it in 4 quarters since.
  • 491 funds tracked by Wall St. Rank held TKO Group as of Q3 2026.

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