RFP
ASIX icon

Root Financial Partners’s AdvanSix ASIX Stock Holding History

Root Financial Partners’s Portfolio ASIX Stock Details ASIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.83K Buy
75
+66
+733% +$1.25K ﹤0.01% 2352
2025
Q4 		$156 Hold
9
– – ﹤0.01% 2305
2025
Q3 		$174 Buy
+9
New +$189 ﹤0.01% 2214

Other funds holding ASIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Root Financial Partners's ASIX Position: Q1 2026 in Review

Root Financial Partners increased its AdvanSix (ASIX) stake by 733% in Q1 2026, buying an estimated $1.25K and bringing the position to 75 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Root Financial Partners first reported a position in ASIX in Q3 2025 and has held it in 3 quarters since. 265 funds tracked by Wall St. Rank hold ASIX as of Q1 2026.

  • Root Financial Partners held 75 shares of AdvanSix worth $1.83K as of Q1 2026.
  • Root Financial Partners bought 66 AdvanSix shares in Q1 2026, an estimated $1.25K.
  • AdvanSix made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2352 holding.
  • Root Financial Partners first reported a position in AdvanSix in Q3 2025 and has held it in 3 quarters since.
  • 265 funds tracked by Wall St. Rank held AdvanSix as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.