Root Financial Partners
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Root Financial Partners’s Block Inc XYZ Stock Holding History

Root Financial Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$89.6K Buy
+1,219
New +$97K ﹤0.01% 789
2026
Q2 		– Sell
-818
Closed -$49.2K – 3397
2026
Q1 		$49.2K Buy
818
+107
+15% +$6.51K ﹤0.01% 882
2025
Q4 		$46.3K Sell
711
-21
-3% -$1.45K ﹤0.01% 748
2025
Q3 		$52.9K Buy
+732
New +$54.8K ﹤0.01% 649

Other funds holding XYZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Root Financial Partners opened a new position in Block Inc (XYZ) in Q3 2026: 1,219 shares worth $89.6K. The stake represents ﹤0.01% of the portfolio and ranks #789 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XYZ as recently as Q1 2026.

Root Financial Partners first reported a position in XYZ in Q3 2025 and has held it in 4 quarters since. 888 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Root Financial Partners held 1,219 shares of Block Inc worth $89.6K as of Q3 2026.
  • Block Inc was a new Root Financial Partners position in Q3 2026.
  • Block Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #789 holding.
  • Root Financial Partners first reported a position in Block Inc in Q3 2025 and has held it in 4 quarters since.
  • 888 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

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