Root Financial Partners
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Root Financial Partners’s Yeti Holdings YETI Stock Holding History

Root Financial Partners’s Portfolio YETI Stock Details YETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.5K Buy
+451
New +$20.7K ﹤0.01% 1598
2026
Q2 		– Sell
-318
Closed -$11.6K – 3242
2026
Q1 		$11.6K Buy
318
+4
+1% +$176 ﹤0.01% 1607
2025
Q4 		$13.9K Buy
314
+112
+55% +$4.31K ﹤0.01% 1358
2025
Q3 		$6.7K Buy
+202
New +$7.06K ﹤0.01% 1608

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Reinhart Partners
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Parthenon LLC
Parthenon LLC Louisville, Kentucky $967M AUM 23.48% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Root Financial Partners opened a new position in Yeti Holdings (YETI) in Q3 2026: 451 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #1598 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in YETI as recently as Q1 2026.

Root Financial Partners first reported a position in YETI in Q3 2025 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold YETI as of Q3 2026.

  • Root Financial Partners held 451 shares of Yeti Holdings worth $18.5K as of Q3 2026.
  • Yeti Holdings was a new Root Financial Partners position in Q3 2026.
  • Yeti Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1598 holding.
  • Root Financial Partners first reported a position in Yeti Holdings in Q3 2025 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held Yeti Holdings as of Q3 2026.

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