Root Financial Partners
FDS icon

Root Financial Partners’s Factset FDS Stock Holding History

Root Financial Partners’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$192K Buy
+713
New +$196K 0.01% 461
2026
Q2 		– Sell
-7
Closed -$1.52K – 1346
2026
Q1 		$1.52K Sell
7
-10
-59% -$2.33K ﹤0.01% 2428
2025
Q4 		$4.93K Sell
17
-12
-41% -$3.37K ﹤0.01% 1769
2025
Q3 		$8.31K Buy
+29
New +$11.1K ﹤0.01% 1527

Other funds holding FDS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Root Financial Partners opened a new position in Factset (FDS) in Q3 2026: 713 shares worth $192K. The stake represents 0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FDS as recently as Q1 2026.

Root Financial Partners first reported a position in FDS in Q3 2025 and has held it in 4 quarters since. 691 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Root Financial Partners held 713 shares of Factset worth $192K as of Q3 2026.
  • Factset was a new Root Financial Partners position in Q3 2026.
  • Factset made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #461 holding.
  • Root Financial Partners first reported a position in Factset in Q3 2025 and has held it in 4 quarters since.
  • 691 funds tracked by Wall St. Rank held Factset as of Q3 2026.

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