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Root Financial Partners, LLC

Position in GHC — Graham Holdings Co

CIK 1977181 ENCINITAS, CA

Position in GHC

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$22,202
+$3,526 QoQ
Shares Held
21
+23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in GHC Over Time

Shares Held

Position Value (USD)

Position in Conglomerates

Industrials · as of Mar 31, 2026

Root Financial Partners, LLC holds $847,906 across 17 Conglomerates names. GHC ranks #4 (2.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 GHC
Graham Holdings Co
This page
21 $22,202

All Filings in GHC

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $22,202 21
2025-12-31 $18,676 17
2025-09-30 $16,482 14