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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
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 $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Root Financial Partners increased its Viking Holdings (VIK) stake by 71% in Q2 2026, buying an estimated $102K and bringing the position to 2,829 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #289.

Root Financial Partners first reported a position in VIK in Q1 2026 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Root Financial Partners held 2,829 shares of Viking Holdings worth $296K as of Q2 2026.
  • Root Financial Partners bought 1,176 Viking Holdings shares in Q2 2026, an estimated $102K.
  • Viking Holdings made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #289 holding.
  • Root Financial Partners first reported a position in Viking Holdings in Q1 2026 and has held it in 2 quarters since.
  • 613 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

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