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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
Q2 		– Sell
-4
Closed -$158 – 2972
2026
Q1 		$158 Buy
+4
New +$152 ﹤0.01% 3199

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Geode Capital Management
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DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

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

Root Financial Partners sold out of Timberland Bancorp (TSBK) in Q2 2026, closing a stake of 4 shares — an estimated $158 sold.

Root Financial Partners first reported a position in TSBK in Q1 2026 and held it in 1 quarter. The position peaked at $158 in Q1 2026. 112 funds tracked by Wall St. Rank hold TSBK as of Q2 2026.

  • Root Financial Partners reported no remaining Timberland Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 Timberland Bancorp shares in Q2 2026, an estimated $158.
  • Root Financial Partners first reported a position in Timberland Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Timberland Bancorp position peaked at $158 in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Timberland Bancorp as of Q2 2026.

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