Root Financial Partners
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Root Financial Partners’s flyExclusive FLYX Stock Holding History

Root Financial Partners’s Portfolio FLYX Stock Details FLYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$41 Buy
+34
New +$44 ﹤0.01% 3741
2026
Q2 		– Sell
-23
Closed -$52 – 1399
2026
Q1 		$52 Buy
+23
New +$66 ﹤0.01% 3372

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Axxcess Wealth Management
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MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

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

Root Financial Partners opened a new position in flyExclusive (FLYX) in Q3 2026: 34 shares worth $41. The stake represents ﹤0.01% of the portfolio and ranks #3741 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FLYX as recently as Q1 2026.

Root Financial Partners first reported a position in FLYX in Q1 2026 and has held it in 2 quarters since. The position peaked at $52 in Q1 2026. 28 funds tracked by Wall St. Rank hold FLYX as of Q3 2026.

  • Root Financial Partners held 34 shares of flyExclusive worth $41 as of Q3 2026.
  • flyExclusive was a new Root Financial Partners position in Q3 2026.
  • flyExclusive made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3741 holding.
  • Root Financial Partners first reported a position in flyExclusive in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's flyExclusive position peaked at $52 in Q1 2026.
  • 28 funds tracked by Wall St. Rank held flyExclusive as of Q3 2026.

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