Root Financial Partners
FET icon

Root Financial Partners’s Forum Energy Technologies FET Stock Holding History

Root Financial Partners’s Portfolio FET Stock Details FET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.8K Buy
+121
New +$8.56K ﹤0.01% 1922
2026
Q2 		– Sell
-87
Closed -$5.1K – 1354
2026
Q1 		$5.1K Buy
+87
New +$4.42K ﹤0.01% 1952

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Hillsdale Investment Management
Hillsdale Investment Management Toronto, Ontario, Canada $4.42B AUM 54.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in Forum Energy Technologies (FET) in Q3 2026: 121 shares worth $9.8K. The stake represents ﹤0.01% of the portfolio and ranks #1922 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FET as recently as Q1 2026.

Root Financial Partners first reported a position in FET in Q1 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold FET as of Q3 2026.

  • Root Financial Partners held 121 shares of Forum Energy Technologies worth $9.8K as of Q3 2026.
  • Forum Energy Technologies was a new Root Financial Partners position in Q3 2026.
  • Forum Energy Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1922 holding.
  • Root Financial Partners first reported a position in Forum Energy Technologies in Q1 2026 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q3 2026.

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