Root Financial Partners »

Block shares owned by Root Financial Partners

Quarter-by-quarter ownership of Block shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Block

Tip: Access up to 7 years of quarterly data

All positions including Block held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Block by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.3k 10k 0.83
2023-12-31 $8.2k 10k 0.82
2023-09-30 $7.5k 10k 0.75

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Root Financial Partners

Top funds holding Block

Soros Fund Management
Franklin Resources
Victory Capital Management
Calamos Advisors
CNH Partners
Jpmorgan Chase & Co
Shenkman Capital Management
SSI Investment Management
Wellington Management Company
Lazard Asset Management
New York State Common Retirement Fund
Wolverine Asset Management
Bnp Paribas Arbitrage, Snc
Aviva
Bank of New York Mellon

View all funds holding Block