Synergy Financial Group’s Roku ROKU Stock Holding History

Synergy Financial Group’s Portfolio ROKU Stock Details ROKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$278K	Sell	2,940 -116	-4%	-$11.3K	0.21%	92
2025 Q4	$332K	Sell	3,056 -73	-2%	-$7.41K	0.23%	76
2025 Q3	$313K	Sell	3,129 -34	-1%	-$3.14K	0.21%	81
2025 Q2	$278K	Sell	3,163 -131	-4%	-$9.15K	0.2%	91
2025 Q1	$232K	Buy	3,294 +336	+11%	+$26.9K	0.21%	99
2024 Q4	$220K	Buy	+2,958	New	+$224K	0.18%	94
2022 Q4	–	Sell	-3,726	Closed	-$210K	–	81
2022 Q3	$210K	Buy	3,726 +238	+7%	+$18.1K	0.31%	86
2022 Q2	$287K	Hold	3,488	–	–	0.45%	65
2022 Q1	$437K	Hold	3,488	–	–	0.46%	57
2021 Q4	$796K	Buy	+3,488	New	+$941K	0.71%	40

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Synergy Financial Group's ROKU Position: Q1 2026 in Review

Synergy Financial Group reduced its Roku (ROKU) stake by 3.8% in Q1 2026, selling an estimated $11.3K and leaving 2,940 shares worth $278K. The position accounts for 0.21% of the portfolio, ranked #92.

Synergy Financial Group first reported a position in ROKU in Q4 2021 and has held it in 10 quarters since. The position peaked at $796K in Q4 2021. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Synergy Financial Group held 2,940 shares of Roku worth $278K as of Q1 2026.
Synergy Financial Group sold 116 Roku shares in Q1 2026, an estimated $11.3K.
Roku made up 0.21% of Synergy Financial Group's portfolio in Q1 2026, its #92 holding.
Synergy Financial Group first reported a position in Roku in Q4 2021 and has held it in 10 quarters since.
Synergy Financial Group's Roku position peaked at $796K in Q4 2021.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.