Root Financial Partners
VIK icon

Root Financial Partners’s Viking Holdings VIK Stock Holding History

Root Financial Partners’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$172K Sell
2,202
-627
-22% -$59K 0.01% 499
2026
Q2 		$296K Buy
2,829
+1,176
+71% +$102K 0.01% 289
2026
Q1 		$121K Buy
+1,653
New +$121K 0.01% 497

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
DPC
Dream Peak Capital Hong Kong $1.2B AUM 5.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Root Financial Partners reduced its Viking Holdings (VIK) stake by 22% in Q3 2026, selling an estimated $59K and leaving 2,202 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #499.

Root Financial Partners first reported a position in VIK in Q1 2026 and has held it in 3 quarters since. The position peaked at $296K in Q2 2026. 482 funds tracked by Wall St. Rank hold VIK as of Q3 2026.

  • Root Financial Partners held 2,202 shares of Viking Holdings worth $172K as of Q3 2026.
  • Root Financial Partners sold 627 Viking Holdings shares in Q3 2026, an estimated $59K.
  • Viking Holdings made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #499 holding.
  • Root Financial Partners first reported a position in Viking Holdings in Q1 2026 and has held it in 3 quarters since.
  • Root Financial Partners's Viking Holdings position peaked at $296K in Q2 2026.
  • 482 funds tracked by Wall St. Rank held Viking Holdings as of Q3 2026.

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