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 Q1	$1.79K	Buy	+47	New	+$1.49K	﹤0.01%	2361

Other funds holding ATEX

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

Plustick Management Charlottesville, Virginia $207M AUM 253.94% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Root Financial Partners opened a new position in Anterix (ATEX) in Q1 2026: 47 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #2361 among its holdings.

132 funds tracked by Wall St. Rank hold ATEX as of Q1 2026.

Root Financial Partners held 47 shares of Anterix worth $1.79K as of Q1 2026.
Anterix was a new Root Financial Partners position in Q1 2026.
Anterix made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2361 holding.
132 funds tracked by Wall St. Rank held Anterix as of Q1 2026.

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