Root Financial Partners
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Root Financial Partners’s Equinox Gold EQX Stock Holding History

Root Financial Partners’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$133 Buy
+12
New +$134 ﹤0.01% 3597
2026
Q2 		– Sell
-10
Closed -$145 – 1262
2026
Q1 		$145 Buy
+10
New +$153 ﹤0.01% 3218

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

Root Financial Partners opened a new position in Equinox Gold (EQX) in Q3 2026: 12 shares worth $133. The stake represents ﹤0.01% of the portfolio and ranks #3597 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EQX as recently as Q1 2026.

Root Financial Partners first reported a position in EQX in Q1 2026 and has held it in 2 quarters since. The position peaked at $145 in Q1 2026. 318 funds tracked by Wall St. Rank hold EQX as of Q3 2026.

  • Root Financial Partners held 12 shares of Equinox Gold worth $133 as of Q3 2026.
  • Equinox Gold was a new Root Financial Partners position in Q3 2026.
  • Equinox Gold made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3597 holding.
  • Root Financial Partners first reported a position in Equinox Gold in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Equinox Gold position peaked at $145 in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Equinox Gold as of Q3 2026.

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