Root Financial Partners
DRS icon

Root Financial Partners’s Leonardo DRS DRS Stock Holding History

Root Financial Partners’s Portfolio DRS Stock Details DRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$46.7K Buy
+1,275
New +$53.2K ﹤0.01% 1123
2026
Q2 		– Sell
-1,194
Closed -$53.2K – 1158
2026
Q1 		$53.2K Buy
1,194
+967
+426% +$40.8K ﹤0.01% 858
2025
Q4 		$7.74K Sell
227
-99
-30% -$3.65K ﹤0.01% 1613
2025
Q3 		$14.8K Buy
+326
New +$14.2K ﹤0.01% 1270

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

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

Root Financial Partners opened a new position in Leonardo DRS (DRS) in Q3 2026: 1,275 shares worth $46.7K. The stake represents ﹤0.01% of the portfolio and ranks #1123 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DRS as recently as Q1 2026.

Root Financial Partners first reported a position in DRS in Q3 2025 and has held it in 4 quarters since. The position peaked at $53.2K in Q1 2026. 300 funds tracked by Wall St. Rank hold DRS as of Q3 2026.

  • Root Financial Partners held 1,275 shares of Leonardo DRS worth $46.7K as of Q3 2026.
  • Leonardo DRS was a new Root Financial Partners position in Q3 2026.
  • Leonardo DRS made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1123 holding.
  • Root Financial Partners first reported a position in Leonardo DRS in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Leonardo DRS position peaked at $53.2K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Leonardo DRS as of Q3 2026.

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