Root Financial Partners, LLC

Position in TNL — Travel & Leisure Co.

CIK 1977181 ENCINITAS, CA

Position in TNL

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

Position Value

$20,895

+$4,039 QoQ

Shares Held

302

+26.4% 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% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,679,886 across 5 Travel Services names.

#	Ticker	Company	Shares	Value (USD)
1	ABNB	Airbnb, Inc.	2,836	$405,831
2	BKNG	Booking Holdings Inc.	1,944	$346,498
3	CCL	Carnival Corp Ltd.	11,510	$328,840
4	RCL	Royal Caribbean Cruises Ltd	953	$302,606
5	VIK	Viking Holdings Ltd	2,829	$296,111

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,895	302	+26.4%	Shares	Sole	2026-04-24
2025-12-31	$16,856	239	+27.8%	Shares	Sole	2026-02-10
2025-09-30	$11,124	187	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.