Root Financial Partners
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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
Q3 		$44.5K Buy
+1,000
New +$39.2K ﹤0.01% 1149
2026
Q2 		– Sell
-959
Closed -$20.8K – 616
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

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

Root Financial Partners opened a new position in ASE Group (ASX) in Q3 2026: 1,000 shares worth $44.5K. The stake represents ﹤0.01% of the portfolio and ranks #1149 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ASX as recently as Q1 2026.

Root Financial Partners first reported a position in ASX in Q3 2025 and has held it in 4 quarters since. 411 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

  • Root Financial Partners held 1,000 shares of ASE Group worth $44.5K as of Q3 2026.
  • ASE Group was a new Root Financial Partners position in Q3 2026.
  • ASE Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1149 holding.
  • Root Financial Partners first reported a position in ASE Group in Q3 2025 and has held it in 4 quarters since.
  • 411 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

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