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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
Q2 		– Sell
-75
Closed -$1.83K – 609
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

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CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Root Financial Partners sold out of AdvanSix (ASIX) in Q2 2026, closing a stake of 75 shares — an estimated $1.83K sold.

Root Financial Partners first reported a position in ASIX in Q3 2025 and held it in 3 quarters. The position peaked at $1.83K in Q1 2026. 256 funds tracked by Wall St. Rank hold ASIX as of Q2 2026.

  • Root Financial Partners reported no remaining AdvanSix position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 75 AdvanSix shares in Q2 2026, an estimated $1.83K.
  • Root Financial Partners first reported a position in AdvanSix in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's AdvanSix position peaked at $1.83K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held AdvanSix as of Q2 2026.

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