RFP
XYZ

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
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

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Root Financial Partners sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 818 shares — an estimated $49.2K sold.

Root Financial Partners first reported a position in XYZ in Q3 2025 and held it in 3 quarters. The position peaked at $52.9K in Q3 2025. 361 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Root Financial Partners reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 818 Block Inc shares in Q2 2026, an estimated $49.2K.
  • Root Financial Partners first reported a position in Block Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Block Inc position peaked at $52.9K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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