Root Financial Partners
ZUMZ icon

Root Financial Partners’s Zumiez ZUMZ Stock Holding History

Root Financial Partners’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$54 Buy
+4
New +$70 ﹤0.01% 3717
2026
Q2 		– Sell
-136
Closed -$3.01K – 3263
2026
Q1 		$3.01K Buy
+136
New +$3.31K ﹤0.01% 2155

Other funds holding ZUMZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Tieton Capital Management
Tieton Capital Management Yakima, Washington $336M AUM 34.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

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

Root Financial Partners opened a new position in Zumiez (ZUMZ) in Q3 2026: 4 shares worth $54. The stake represents ﹤0.01% of the portfolio and ranks #3717 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ZUMZ as recently as Q1 2026.

Root Financial Partners first reported a position in ZUMZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.01K in Q1 2026. 55 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2026.

  • Root Financial Partners held 4 shares of Zumiez worth $54 as of Q3 2026.
  • Zumiez was a new Root Financial Partners position in Q3 2026.
  • Zumiez made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3717 holding.
  • Root Financial Partners first reported a position in Zumiez in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Zumiez position peaked at $3.01K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Zumiez as of Q3 2026.

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