Root Financial Partners
ENS icon

Root Financial Partners’s EnerSys ENS Stock Holding History

Root Financial Partners’s Portfolio ENS Stock Details ENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$46.8K Buy
+255
New +$48.3K ﹤0.01% 1122
2026
Q2 		– Sell
-255
Closed -$44.3K – 1243
2026
Q1 		$44.3K Buy
255
+10
+4% +$1.69K ﹤0.01% 925
2025
Q4 		$36K Buy
245
+22
+10% +$2.94K ﹤0.01% 855
2025
Q3 		$25.2K Buy
+223
New +$21.9K ﹤0.01% 997

Other funds holding ENS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lightrock Netherlands
Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in EnerSys (ENS) in Q3 2026: 255 shares worth $46.8K. The stake represents ﹤0.01% of the portfolio and ranks #1122 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ENS as recently as Q1 2026.

Root Financial Partners first reported a position in ENS in Q3 2025 and has held it in 4 quarters since. 241 funds tracked by Wall St. Rank hold ENS as of Q3 2026.

  • Root Financial Partners held 255 shares of EnerSys worth $46.8K as of Q3 2026.
  • EnerSys was a new Root Financial Partners position in Q3 2026.
  • EnerSys made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1122 holding.
  • Root Financial Partners first reported a position in EnerSys in Q3 2025 and has held it in 4 quarters since.
  • 241 funds tracked by Wall St. Rank held EnerSys as of Q3 2026.

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