Root Financial Partners, LLC BCBP — BCB BANCORP INC

Ownership history in Root Financial Partners, LLC  ·  7 quarters on record

AI Ownership Summary

Root Financial Partners, LLC reported BCB BANCORP INC (BCBP) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows BCBP at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BCBP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Root Financial Partners, LLC's position in BCB BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BCBP was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BCBP stock page Root Financial Partners, LLC fund profile Root Financial Partners, LLC full holdings
How Root Financial Partners, LLC held BCBP — position size vs. price
% of Fund (quarterly)    BCBP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 82,571 +571 +0.7% 0.03% $741K 2026-04-24 $9.92
2025 Q4 ADDED — — — 82,000 +10,500 +14.7% 0.03% $662K 2026-02-10 $8.25
2025 Q3 UNCHANGED — — — 71,500 — 0% 0.04% $621K 2025-10-29 $7.62
2025 Q2 ADDED — — — 71,500 +21,500 +43.0% 0.06% $602K 2025-08-11 $8.04
2025 Q1 ADDED — — — 50,000 +22,000 +78.6% 0.05% $493K 2025-04-25 $7.84
2024 Q4 UNCHANGED — — — 28,000 — 0% 0.04% $332K 2025-01-30 $9.70
2024 Q3 INITIATED — — — 28,000 — — 0.06% $346K 2024-11-01 $10.84

🏢 Other funds also holding BCBP

As of 2026 Q1 — sorted by position size

JCSD Capital, LLC 3Y 7Y 0.57% Wealth Quarterback LLC 3Y 0.04% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.02% IBEX WEALTH ADVISORS 3Y 7Y 0.01% OCCUDO QUANTITATIVE STRATEGIES LP 3Y 0.01% World Investment Advisors 3Y 7Y 0.01% LOS ANGELES CAPITAL MANAGEMENT LLC 3Y 7Y 0.01% Trexquant Investment LP 3Y 7Y 0.01% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0% Empowered Funds, LLC 3Y 7Y 0.0%

FAQ About Root Financial Partners, LLC and BCBP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Root Financial Partners, LLC reported owning BCBP?

Root Financial Partners, LLC reported BCBP across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BCBP position in Root Financial Partners, LLC's portfolio?

The largest reported portfolio weight for BCBP was 0.06% in 2025 Q2.

What is the latest reported BCBP position on this page?

The most recent filing on this page is 2026 Q1, when Root Financial Partners, LLC reported 82,571 shares, equal to 0.03% of portfolio, with an estimated market value of $741K.

What does the chart on this BCBP ownership page compare?

The chart compares Root Financial Partners, LLC's quarterly BCBP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Root Financial Partners, LLC time their BCBP position?

Based on 13F filing dates vs. subsequent BCBP price moves, Root Financial Partners, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on BCBP relative to SPY over the holding period was -20.0%.

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