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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
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

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Root Financial Partners reduced its Factset (FDS) stake by 59% in Q1 2026, selling an estimated $2.33K and leaving 7 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

Root Financial Partners first reported a position in FDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.31K in Q3 2025. 719 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Root Financial Partners held 7 shares of Factset worth $1.52K as of Q1 2026.
  • Root Financial Partners sold 10 Factset shares in Q1 2026, an estimated $2.33K.
  • Factset made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2428 holding.
  • Root Financial Partners first reported a position in Factset in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Factset position peaked at $8.31K in Q3 2025.
  • 719 funds tracked by Wall St. Rank held Factset as of Q1 2026.

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