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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
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

Other funds holding FISI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Root Financial Partners increased its Financial Institutions (FISI) stake by 59% in Q1 2026, buying an estimated $515 and bringing the position to 43 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

Root Financial Partners first reported a position in FISI in Q3 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

  • Root Financial Partners held 43 shares of Financial Institutions worth $1.36K as of Q1 2026.
  • Root Financial Partners bought 16 Financial Institutions shares in Q1 2026, an estimated $515.
  • Financial Institutions made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2475 holding.
  • Root Financial Partners first reported a position in Financial Institutions in Q3 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

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