Root Financial Partners
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Root Financial Partners’s Okeanis Eco Tankers ECO Stock Holding History

Root Financial Partners’s Portfolio ECO Stock Details ECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.05K Buy
+13
New +$848 ﹤0.01% 2930
2026
Q2 		– Sell
-13
Closed -$658 – 1192
2026
Q1 		$658 Buy
+13
New +$572 ﹤0.01% 2767

Other funds holding ECO

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Navellier & Associates
Navellier & Associates Reno, Nevada $1.2B AUM 68.5% 1-Year Est. Return

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

Root Financial Partners opened a new position in Okeanis Eco Tankers (ECO) in Q3 2026: 13 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #2930 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ECO as recently as Q1 2026.

Root Financial Partners first reported a position in ECO in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold ECO as of Q3 2026.

  • Root Financial Partners held 13 shares of Okeanis Eco Tankers worth $1.05K as of Q3 2026.
  • Okeanis Eco Tankers was a new Root Financial Partners position in Q3 2026.
  • Okeanis Eco Tankers made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2930 holding.
  • Root Financial Partners first reported a position in Okeanis Eco Tankers in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Okeanis Eco Tankers as of Q3 2026.

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