Root Financial Partners
EOSE icon

Root Financial Partners’s Eos Energy Enterprises EOSE Stock Holding History

Root Financial Partners’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$120 Buy
+39
New +$152 ﹤0.01% 3613
2026
Q2 		– Sell
-336
Closed -$1.67K – 1249
2026
Q1 		$1.67K Buy
336
+106
+46% +$1.14K ﹤0.01% 2394
2025
Q4 		$2.64K Buy
+230
New +$3.3K ﹤0.01% 1942

Other funds holding EOSE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Crystal Cove Asset Management
Crystal Cove Asset Management Newport Beach, California $66.8M AUM
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

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

Root Financial Partners opened a new position in Eos Energy Enterprises (EOSE) in Q3 2026: 39 shares worth $120. The stake represents ﹤0.01% of the portfolio and ranks #3613 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EOSE as recently as Q1 2026.

Root Financial Partners first reported a position in EOSE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.64K in Q4 2025. 135 funds tracked by Wall St. Rank hold EOSE as of Q3 2026.

  • Root Financial Partners held 39 shares of Eos Energy Enterprises worth $120 as of Q3 2026.
  • Eos Energy Enterprises was a new Root Financial Partners position in Q3 2026.
  • Eos Energy Enterprises made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3613 holding.
  • Root Financial Partners first reported a position in Eos Energy Enterprises in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Eos Energy Enterprises position peaked at $2.64K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2026.

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