Root Financial Partners
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Root Financial Partners’s Zegna ZGN Stock Holding History

Root Financial Partners’s Portfolio ZGN Stock Details ZGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.65K Buy
+212
New +$2.85K ﹤0.01% 2508
2026
Q2 		– Sell
-62
Closed -$646 – 3254
2026
Q1 		$646 Buy
+62
New +$641 ﹤0.01% 2780

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Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
GAM Holding
GAM Holding Zurich, Switzerland $1.2B AUM 28.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

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

Root Financial Partners opened a new position in Zegna (ZGN) in Q3 2026: 212 shares worth $2.65K. The stake represents ﹤0.01% of the portfolio and ranks #2508 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ZGN as recently as Q1 2026.

Root Financial Partners first reported a position in ZGN in Q1 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold ZGN as of Q3 2026.

  • Root Financial Partners held 212 shares of Zegna worth $2.65K as of Q3 2026.
  • Zegna was a new Root Financial Partners position in Q3 2026.
  • Zegna made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2508 holding.
  • Root Financial Partners first reported a position in Zegna in Q1 2026 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Zegna as of Q3 2026.

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