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Root Financial Partners’s Equinix EQIX Stock Holding History

Root Financial Partners’s Portfolio EQIX Stock Details EQIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Buy
195
+86
+79% +$92.1K 0.01% 396
2026
Q1 		$107K Buy
109
+88
+419% +$78.2K 0.01% 536
2025
Q4 		$16.3K Buy
21
+2
+11% +$1.57K ﹤0.01% 1274
2025
Q3 		$15K Buy
+19
New +$14.8K ﹤0.01% 1265

Other funds holding EQIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Root Financial Partners increased its Equinix (EQIX) stake by 79% in Q2 2026, buying an estimated $92.1K and bringing the position to 195 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #396.

Root Financial Partners first reported a position in EQIX in Q3 2025 and has held it in 4 quarters since. 1,363 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Root Financial Partners held 195 shares of Equinix worth $204K as of Q2 2026.
  • Root Financial Partners bought 86 Equinix shares in Q2 2026, an estimated $92.1K.
  • Equinix made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #396 holding.
  • Root Financial Partners first reported a position in Equinix in Q3 2025 and has held it in 4 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

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