Root Financial Partners
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Root Financial Partners’s American Public Education APEI Stock Holding History

Root Financial Partners’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$844 Buy
+20
New +$960 ﹤0.01% 3025
2026
Q2 		– Sell
-22
Closed -$1.25K – 569
2026
Q1 		$1.25K Buy
+22
New +$1.01K ﹤0.01% 2515

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American Century Companies
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PGCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
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Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

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

Root Financial Partners opened a new position in American Public Education (APEI) in Q3 2026: 20 shares worth $844. The stake represents ﹤0.01% of the portfolio and ranks #3025 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in APEI as recently as Q1 2026.

Root Financial Partners first reported a position in APEI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.25K in Q1 2026. 107 funds tracked by Wall St. Rank hold APEI as of Q3 2026.

  • Root Financial Partners held 20 shares of American Public Education worth $844 as of Q3 2026.
  • American Public Education was a new Root Financial Partners position in Q3 2026.
  • American Public Education made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3025 holding.
  • Root Financial Partners first reported a position in American Public Education in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's American Public Education position peaked at $1.25K in Q1 2026.
  • 107 funds tracked by Wall St. Rank held American Public Education as of Q3 2026.

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