Root Financial Partners
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Root Financial Partners’s Atomera ATOM Stock Holding History

Root Financial Partners’s Portfolio ATOM Stock Details ATOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$105 Buy
+24
New +$122 ﹤0.01% 3635
2026
Q2 		– Sell
-82
Closed -$312 – 627
2026
Q1 		$312 Buy
+82
New +$309 ﹤0.01% 3024

Other funds holding ATOM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Defender Capital
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Westside Investment Management
Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Root Financial Partners opened a new position in Atomera (ATOM) in Q3 2026: 24 shares worth $105. The stake represents ﹤0.01% of the portfolio and ranks #3635 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ATOM as recently as Q1 2026.

Root Financial Partners first reported a position in ATOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $312 in Q1 2026. 48 funds tracked by Wall St. Rank hold ATOM as of Q3 2026.

  • Root Financial Partners held 24 shares of Atomera worth $105 as of Q3 2026.
  • Atomera was a new Root Financial Partners position in Q3 2026.
  • Atomera made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3635 holding.
  • Root Financial Partners first reported a position in Atomera in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Atomera position peaked at $312 in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Atomera as of Q3 2026.

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