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Root Financial Partners’s Axcelis ACLS Stock Holding History

Root Financial Partners’s Portfolio ACLS Stock Details ACLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.6K Buy
114
+27
+31% +$2.39K ﹤0.01% 1662
2025
Q4 		$6.99K Buy
87
+35
+67% +$2.93K ﹤0.01% 1648
2025
Q3 		$5.08K Buy
+52
New +$4.19K ﹤0.01% 1719

Other funds holding ACLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Root Financial Partners's ACLS Position: Q1 2026 in Review

Root Financial Partners increased its Axcelis (ACLS) stake by 31% in Q1 2026, buying an estimated $2.39K and bringing the position to 114 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Root Financial Partners first reported a position in ACLS in Q3 2025 and has held it in 3 quarters since. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.

  • Root Financial Partners held 114 shares of Axcelis worth $10.6K as of Q1 2026.
  • Root Financial Partners bought 27 Axcelis shares in Q1 2026, an estimated $2.39K.
  • Axcelis made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1662 holding.
  • Root Financial Partners first reported a position in Axcelis in Q3 2025 and has held it in 3 quarters since.
  • 377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.