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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
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

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Root Financial Partners sold out of Factset (FDS) in Q2 2026, closing a stake of 7 shares — an estimated $1.52K sold.

Root Financial Partners first reported a position in FDS in Q3 2025 and held it in 3 quarters. The position peaked at $8.31K in Q3 2025. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Root Financial Partners reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 7 Factset shares in Q2 2026, an estimated $1.52K.
  • Root Financial Partners first reported a position in Factset in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Factset position peaked at $8.31K in Q3 2025.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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