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Root Financial Partners’s ATS Corp ATS Stock Holding History

Root Financial Partners’s Portfolio ATS Stock Details ATS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-40
Closed -$1.13K – 629
2026
Q1 		$1.13K Hold
40
– – ﹤0.01% 2564
2025
Q4 		$1.1K Hold
40
– – ﹤0.01% 2087
2025
Q3 		$1.05K Buy
+40
New +$1.15K ﹤0.01% 2046

Other funds holding ATS

MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM

Root Financial Partners's ATS Position: Q2 2026 in Review

Root Financial Partners sold out of ATS Corp (ATS) in Q2 2026, closing a stake of 40 shares — an estimated $1.13K sold.

Root Financial Partners first reported a position in ATS in Q3 2025 and held it in 3 quarters. The position peaked at $1.13K in Q1 2026. 141 funds tracked by Wall St. Rank hold ATS as of Q2 2026.

  • Root Financial Partners reported no remaining ATS Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 40 ATS Corp shares in Q2 2026, an estimated $1.13K.
  • Root Financial Partners first reported a position in ATS Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ATS Corp position peaked at $1.13K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held ATS Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.