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Root Financial Partners’s Tejon Ranch TRC Stock Holding History

Root Financial Partners’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$414 Buy
+22
New +$380 ﹤0.01% 2929

Other funds holding TRC

TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nitor Capital Management Englewood Cliffs, New Jersey $130M AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Root Financial Partners's TRC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Tejon Ranch (TRC) in Q1 2026: 22 shares worth $414. The stake represents ﹤0.01% of the portfolio and ranks #2929 among its holdings.

128 funds tracked by Wall St. Rank hold TRC as of Q1 2026.

  • Root Financial Partners held 22 shares of Tejon Ranch worth $414 as of Q1 2026.
  • Tejon Ranch was a new Root Financial Partners position in Q1 2026.
  • Tejon Ranch made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2929 holding.
  • 128 funds tracked by Wall St. Rank held Tejon Ranch as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.