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Root Financial Partners’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Root Financial Partners’s Portfolio FCPI Stock Details FCPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-165
Closed -$8.11K – 1338
2026
Q1 		$8.11K Hold
165
– – ﹤0.01% 1760
2025
Q4 		$8.16K Hold
165
– – ﹤0.01% 1587
2025
Q3 		$8.27K Buy
+165
New +$7.91K ﹤0.01% 1528

Other funds holding FCPI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Root Financial Partners sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q2 2026, closing a stake of 165 shares — an estimated $8.11K sold.

Root Financial Partners first reported a position in FCPI in Q3 2025 and held it in 3 quarters. The position peaked at $8.27K in Q3 2025. 50 funds tracked by Wall St. Rank hold FCPI as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity Stocks for Inflation ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 165 Fidelity Stocks for Inflation ETF shares in Q2 2026, an estimated $8.11K.
  • Root Financial Partners first reported a position in Fidelity Stocks for Inflation ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Fidelity Stocks for Inflation ETF position peaked at $8.27K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2026.

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