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 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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Root Financial Partners's FCPI Position: Q1 2026 in Review

Root Financial Partners held its Fidelity Stocks for Inflation ETF (FCPI) position steady in Q1 2026 at 165 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Root Financial Partners first reported a position in FCPI in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.27K in Q3 2025. 52 funds tracked by Wall St. Rank hold FCPI as of Q1 2026.

Root Financial Partners held 165 shares of Fidelity Stocks for Inflation ETF worth $8.11K as of Q1 2026.
Root Financial Partners left its Fidelity Stocks for Inflation ETF share count unchanged in Q1 2026.
Fidelity Stocks for Inflation ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1760 holding.
Root Financial Partners first reported a position in Fidelity Stocks for Inflation ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Fidelity Stocks for Inflation ETF position peaked at $8.27K in Q3 2025.
52 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.