Root Financial Partners
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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
Q3 		$14K Buy
+107
New +$13.7K ﹤0.01% 1742
2026
Q2 		– Sell
-114
Closed -$10.6K – 435
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return

Root Financial Partners's ACLS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Axcelis (ACLS) in Q3 2026: 107 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1742 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ACLS as recently as Q1 2026.

Root Financial Partners first reported a position in ACLS in Q3 2025 and has held it in 4 quarters since. 304 funds tracked by Wall St. Rank hold ACLS as of Q3 2026.

  • Root Financial Partners held 107 shares of Axcelis worth $14K as of Q3 2026.
  • Axcelis was a new Root Financial Partners position in Q3 2026.
  • Axcelis made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1742 holding.
  • Root Financial Partners first reported a position in Axcelis in Q3 2025 and has held it in 4 quarters since.
  • 304 funds tracked by Wall St. Rank held Axcelis as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.