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Root Financial Partners’s Enact Holdings ACT Stock Holding History

Root Financial Partners’s Portfolio ACT Stock Details ACT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-403
Closed -$16.4K – 442
2026
Q1 		$16.4K Buy
403
+95
+31% +$3.88K ﹤0.01% 1434
2025
Q4 		$12.2K Buy
308
+39
+14% +$1.47K ﹤0.01% 1415
2025
Q3 		$10.3K Buy
+269
New +$9.98K ﹤0.01% 1441

Other funds holding ACT

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's ACT Position: Q2 2026 in Review

Root Financial Partners sold out of Enact Holdings (ACT) in Q2 2026, closing a stake of 403 shares — an estimated $16.4K sold.

Root Financial Partners first reported a position in ACT in Q3 2025 and held it in 3 quarters. The position peaked at $16.4K in Q1 2026. 251 funds tracked by Wall St. Rank hold ACT as of Q2 2026.

  • Root Financial Partners reported no remaining Enact Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 403 Enact Holdings shares in Q2 2026, an estimated $16.4K.
  • Root Financial Partners first reported a position in Enact Holdings in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Enact Holdings position peaked at $16.4K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Enact Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.