Root Financial Partners
FISI icon

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
Q3 		$4.02K Buy
+103
New +$4.17K ﹤0.01% 2308
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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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Root Financial Partners opened a new position in Financial Institutions (FISI) in Q3 2026: 103 shares worth $4.02K. The stake represents ﹤0.01% of the portfolio and ranks #2308 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FISI as recently as Q1 2026.

Root Financial Partners first reported a position in FISI in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold FISI as of Q3 2026.

  • Root Financial Partners held 103 shares of Financial Institutions worth $4.02K as of Q3 2026.
  • Financial Institutions was a new Root Financial Partners position in Q3 2026.
  • Financial Institutions made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2308 holding.
  • Root Financial Partners first reported a position in Financial Institutions in Q3 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2026.

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