Root Financial Partners
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Root Financial Partners’s Warner Music WMG Stock Holding History

Root Financial Partners’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$29.3K Buy
+1,063
New +$29.3K ﹤0.01% 1355
2026
Q2 		– Sell
-174
Closed -$4.44K – 3177
2026
Q1 		$4.44K Sell
174
-142
-45% -$4.03K ﹤0.01% 1995
2025
Q4 		$9.7K Sell
316
-31
-9% -$947 ﹤0.01% 1505
2025
Q3 		$11.8K Buy
+347
New +$11.1K ﹤0.01% 1382

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BlackRock
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

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

Root Financial Partners opened a new position in Warner Music (WMG) in Q3 2026: 1,063 shares worth $29.3K. The stake represents ﹤0.01% of the portfolio and ranks #1355 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WMG as recently as Q1 2026.

Root Financial Partners first reported a position in WMG in Q3 2025 and has held it in 4 quarters since. 282 funds tracked by Wall St. Rank hold WMG as of Q3 2026.

  • Root Financial Partners held 1,063 shares of Warner Music worth $29.3K as of Q3 2026.
  • Warner Music was a new Root Financial Partners position in Q3 2026.
  • Warner Music made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1355 holding.
  • Root Financial Partners first reported a position in Warner Music in Q3 2025 and has held it in 4 quarters since.
  • 282 funds tracked by Wall St. Rank held Warner Music as of Q3 2026.

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