Root Financial Partners
TSBK icon

Root Financial Partners’s Timberland Bancorp TSBK Stock Holding History

Root Financial Partners’s Portfolio TSBK Stock Details TSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$401 Buy
+9
New +$407 ﹤0.01% 3296
2026
Q2 		– Sell
-4
Closed -$158 – 2972
2026
Q1 		$158 Buy
+4
New +$152 ﹤0.01% 3199

Other funds holding TSBK

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

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

Root Financial Partners opened a new position in Timberland Bancorp (TSBK) in Q3 2026: 9 shares worth $401. The stake represents ﹤0.01% of the portfolio and ranks #3296 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TSBK as recently as Q1 2026.

Root Financial Partners first reported a position in TSBK in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold TSBK as of Q3 2026.

  • Root Financial Partners held 9 shares of Timberland Bancorp worth $401 as of Q3 2026.
  • Timberland Bancorp was a new Root Financial Partners position in Q3 2026.
  • Timberland Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3296 holding.
  • Root Financial Partners first reported a position in Timberland Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Timberland Bancorp as of Q3 2026.

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