Root Financial Partners’s Zumiez ZUMZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-136
Closed -$3.01K 3263
2026
Q1
$3.01K Buy
+136
New +$3.31K ﹤0.01% 2155

Other funds holding ZUMZ

Root Financial Partners's ZUMZ Position: Q2 2026 in Review

Root Financial Partners sold out of Zumiez (ZUMZ) in Q2 2026, closing a stake of 136 shares — an estimated $3.01K sold.

Root Financial Partners first reported a position in ZUMZ in Q1 2026 and held it in 1 quarter. The position peaked at $3.01K in Q1 2026. 122 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2026.

  • Root Financial Partners reported no remaining Zumiez position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 136 Zumiez shares in Q2 2026, an estimated $3.01K.
  • Root Financial Partners first reported a position in Zumiez in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Zumiez position peaked at $3.01K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Zumiez as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.