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 Q2	–	Sell	-22	Closed	-$1.25K	–	569
2026 Q1	$1.25K	Buy	+22	New	+$1.01K	﹤0.01%	2515

Other funds holding APEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

325 Capital New York $419M AUM 75.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Root Financial Partners sold out of American Public Education (APEI) in Q2 2026, closing a stake of 22 shares — an estimated $1.25K sold.

Root Financial Partners first reported a position in APEI in Q1 2026 and held it in 1 quarter. The position peaked at $1.25K in Q1 2026. 208 funds tracked by Wall St. Rank hold APEI as of Q2 2026.

Root Financial Partners reported no remaining American Public Education position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 22 American Public Education shares in Q2 2026, an estimated $1.25K.
Root Financial Partners first reported a position in American Public Education in Q1 2026 and held it in 1 quarter.
Root Financial Partners's American Public Education position peaked at $1.25K in Q1 2026.
208 funds tracked by Wall St. Rank held American Public Education as of Q2 2026.

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