Root Financial Partners
ATEX icon

Root Financial Partners’s Anterix ATEX Stock Holding History

Root Financial Partners’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.32K Buy
+55
New +$5.06K ﹤0.01% 2282
2026
Q2 		– Sell
-47
Closed -$1.8K – 619
2026
Q1 		$1.8K Buy
+47
New +$1.49K ﹤0.01% 2361

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State Street
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GAMCO Investors
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Geode Capital Management
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Dimensional Fund Advisors
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Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

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

Root Financial Partners opened a new position in Anterix (ATEX) in Q3 2026: 55 shares worth $4.32K. The stake represents ﹤0.01% of the portfolio and ranks #2282 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ATEX as recently as Q1 2026.

Root Financial Partners first reported a position in ATEX in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold ATEX as of Q3 2026.

  • Root Financial Partners held 55 shares of Anterix worth $4.32K as of Q3 2026.
  • Anterix was a new Root Financial Partners position in Q3 2026.
  • Anterix made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2282 holding.
  • Root Financial Partners first reported a position in Anterix in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Anterix as of Q3 2026.

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