Root Financial Partners
Z icon

Root Financial Partners’s Zillow Z Stock Holding History

Root Financial Partners’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33.6K Buy
+1,238
New +$40.8K ﹤0.01% 1284
2026
Q2 		– Sell
-166
Closed -$6.87K – 3248
2026
Q1 		$6.87K Sell
166
-207
-55% -$11K ﹤0.01% 1829
2025
Q4 		$25.4K Buy
373
+18
+5% +$1.3K ﹤0.01% 1053
2025
Q3 		$27.4K Buy
+355
New +$29K ﹤0.01% 947

Other funds holding Z

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Technology Crossover Management IX
Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return
Technology Crossover Management VIII
Technology Crossover Management VIII Menlo Park, California $331M AUM 16.85% 1-Year Est. Return
Technology Crossover Management XI
Technology Crossover Management XI Menlo Park, California $551M AUM 35.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Root Financial Partners opened a new position in Zillow (Z) in Q3 2026: 1,238 shares worth $33.6K. The stake represents ﹤0.01% of the portfolio and ranks #1284 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in Z as recently as Q1 2026.

Root Financial Partners first reported a position in Z in Q3 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold Z as of Q3 2026.

  • Root Financial Partners held 1,238 shares of Zillow worth $33.6K as of Q3 2026.
  • Zillow was a new Root Financial Partners position in Q3 2026.
  • Zillow made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1284 holding.
  • Root Financial Partners first reported a position in Zillow in Q3 2025 and has held it in 4 quarters since.
  • 196 funds tracked by Wall St. Rank held Zillow as of Q3 2026.

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