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Root Financial Partners’s ASE Group ASX Stock Holding History

Root Financial Partners’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.8K Buy
959
+266
+38% +$5.59K ﹤0.01% 1311
2025
Q4 		$11.2K Buy
693
+42
+6% +$597 ﹤0.01% 1457
2025
Q3 		$7.22K Buy
+651
New +$6.82K ﹤0.01% 1578

Other funds holding ASX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

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

Root Financial Partners increased its ASE Group (ASX) stake by 38% in Q1 2026, buying an estimated $5.59K and bringing the position to 959 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Root Financial Partners first reported a position in ASX in Q3 2025 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • Root Financial Partners held 959 shares of ASE Group worth $20.8K as of Q1 2026.
  • Root Financial Partners bought 266 ASE Group shares in Q1 2026, an estimated $5.59K.
  • ASE Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1311 holding.
  • Root Financial Partners first reported a position in ASE Group in Q3 2025 and has held it in 3 quarters since.
  • 369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

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