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Root Financial Partners’s Financial Institutions FISI Stock Holding History

Root Financial Partners’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-43
Closed -$1.36K – 1378
2026
Q1 		$1.36K Buy
43
+16
+59% +$515 ﹤0.01% 2475
2025
Q4 		$842 Hold
27
– – ﹤0.01% 2130
2025
Q3 		$734 Buy
+27
New +$720 ﹤0.01% 2106

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Vanguard Capital Management
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Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Root Financial Partners sold out of Financial Institutions (FISI) in Q2 2026, closing a stake of 43 shares — an estimated $1.36K sold.

Root Financial Partners first reported a position in FISI in Q3 2025 and held it in 3 quarters. The position peaked at $1.36K in Q1 2026. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Root Financial Partners reported no remaining Financial Institutions position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 43 Financial Institutions shares in Q2 2026, an estimated $1.36K.
  • Root Financial Partners first reported a position in Financial Institutions in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Financial Institutions position peaked at $1.36K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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