Root Financial Partners »

Homestreet shares owned by Root Financial Partners

Quarter-by-quarter ownership of Homestreet (MCHB) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Homestreet

Tip: Access up to 7 years of quarterly data

All positions including Homestreet 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 Homestreet by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $117 8 14.63

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Nvidia Corporation Stock (NVDA)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Apple Stock (AAPL)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

Top funds holding Homestreet

BlackRock
Mechanics Bank Trust Department / The Mechanics Bank
Vanguard Group
Philadelphia Financial Management of San Francisco
Geode Capital Management
Jennifer Ranahan
Miracle Mile Advisors
Bank of New York Mellon
RMB Capital Management
State Street Corporation
CenterBook Partners
Dimensional Fund Advisors
J. Goldman & Co
Charles Schwab Investment Management
Mendon Capital Advisors Corp.

View all funds holding Homestreet