Root Financial Partners
AIP icon

Root Financial Partners’s Arteris AIP Stock Holding History

Root Financial Partners’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.59K Buy
+194
New +$5.29K ﹤0.01% 2263
2026
Q2 		– Sell
-123
Closed -$2.02K – 488
2026
Q1 		$2.02K Buy
123
+119
+2,975% +$1.89K ﹤0.01% 2313
2025
Q4 		$62 Buy
+4
New +$58 ﹤0.01% 2362

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Acadian Asset Management
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Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
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State Street
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Nuveen
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Geode Capital Management
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Qube Research & Technologies (QRT)
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Root Financial Partners's AIP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Arteris (AIP) in Q3 2026: 194 shares worth $4.59K. The stake represents ﹤0.01% of the portfolio and ranks #2263 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AIP as recently as Q1 2026.

Root Financial Partners first reported a position in AIP in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold AIP as of Q3 2026.

  • Root Financial Partners held 194 shares of Arteris worth $4.59K as of Q3 2026.
  • Arteris was a new Root Financial Partners position in Q3 2026.
  • Arteris made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2263 holding.
  • Root Financial Partners first reported a position in Arteris in Q4 2025 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held Arteris as of Q3 2026.

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