Root Financial Partners, LLC

Position in UBS — UBS Group AG

CIK 1977181 ENCINITAS, CA

Position in UBS

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

Position Value

$452,547

-$297,072 QoQ

Shares Held

11,583

-28.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

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%

Financial Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $5,469,272 across 5 Banks - Diversified names.

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,305	$2,718,475
2	BAC	Bank Of America Corp /De/	16,151	$920,283
3	C	Citigroup Inc	5,528	$773,698
4	WFC	Wells Fargo & Company/Mn	8,445	$697,894
5	BNY	Bank of New York Mellon Corp	2,482	$358,922

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$452,547	11,583	-28.4%	Shares	Sole	2026-04-24
2025-12-31	$749,619	16,187	+5.2%	Shares	Sole	2026-02-10
2025-09-30	$630,744	15,384	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.