Root Financial Partners, LLC

Position in FOXA — Fox Corp

CIK 1977181 ENCINITAS, CA

Position in FOXA

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$93,275

-$18,080 QoQ

Shares Held

1,650

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,970,042 across 2 Entertainment names.

#	Ticker	Company	Shares	Value (USD)	Open
1	NFLX	Netflix Inc	21,636	$1,544,810
2	DIS	Walt Disney Co	4,418	$425,232

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 FOX	$30,904	582	+11.7%	Shares	Sole	2026-04-24
2026-03-31	$62,371	1,068	+0.7%	Shares	Sole	2026-04-24
2025-12-31 FOX	$33,828	521	+15.5%	Shares	Sole	2026-02-10
2025-12-31	$77,527	1,061	+11.9%	Shares	Sole	2026-02-10
2025-09-30 FOX	$25,837	451	—	Shares	Sole	2025-10-29
2025-09-30	$59,780	948	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.