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Root Financial Partners’s Epsilon Energy EPSN Stock Holding History

Root Financial Partners’s Portfolio EPSN Stock Details EPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-24
Closed -$148 – 1256
2026
Q1 		$148 Buy
+24
New +$122 ﹤0.01% 3213

Other funds holding EPSN

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YEPX
Yorktown Energy Partners XI New York $108M AUM 57.73% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $47.6M AUM 46.93% 1-Year Est. Return
YEPI
Yorktown Energy Partners IX New York $36.1M AUM 16.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAM
Ballast Asset Management Dallas, Texas $251M AUM 53.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

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

Root Financial Partners sold out of Epsilon Energy (EPSN) in Q2 2026, closing a stake of 24 shares — an estimated $148 sold.

Root Financial Partners first reported a position in EPSN in Q1 2026 and held it in 1 quarter. The position peaked at $148 in Q1 2026. 102 funds tracked by Wall St. Rank hold EPSN as of Q2 2026.

  • Root Financial Partners reported no remaining Epsilon Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 24 Epsilon Energy shares in Q2 2026, an estimated $148.
  • Root Financial Partners first reported a position in Epsilon Energy in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Epsilon Energy position peaked at $148 in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Epsilon Energy as of Q2 2026.

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