Root Financial Partners
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Root Financial Partners’s ZTO Express ZTO Stock Holding History

Root Financial Partners’s Portfolio ZTO Stock Details ZTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$369 Buy
+19
New +$423 ﹤0.01% 3341
2026
Q2 		– Sell
-23
Closed -$579 – 3261
2026
Q1 		$579 Buy
+23
New +$539 ﹤0.01% 2817

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Morgan Stanley
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Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Arrowpoint Investment Partners
Arrowpoint Investment Partners Singapore $2.31B AUM 65.02% 1-Year Est. Return

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

Root Financial Partners opened a new position in ZTO Express (ZTO) in Q3 2026: 19 shares worth $369. The stake represents ﹤0.01% of the portfolio and ranks #3341 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ZTO as recently as Q1 2026.

Root Financial Partners first reported a position in ZTO in Q1 2026 and has held it in 2 quarters since. The position peaked at $579 in Q1 2026. 151 funds tracked by Wall St. Rank hold ZTO as of Q3 2026.

  • Root Financial Partners held 19 shares of ZTO Express worth $369 as of Q3 2026.
  • ZTO Express was a new Root Financial Partners position in Q3 2026.
  • ZTO Express made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3341 holding.
  • Root Financial Partners first reported a position in ZTO Express in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's ZTO Express position peaked at $579 in Q1 2026.
  • 151 funds tracked by Wall St. Rank held ZTO Express as of Q3 2026.

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