RFP
FORM icon

Root Financial Partners’s FormFactor FORM Stock Holding History

Root Financial Partners’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-236
Closed -$22.9K – 1419
2026
Q1 		$22.9K Buy
236
+56
+31% +$4.82K ﹤0.01% 1243
2025
Q4 		$10K Buy
180
+98
+120% +$4.94K ﹤0.01% 1493
2025
Q3 		$2.99K Buy
+82
New +$2.64K ﹤0.01% 1885

Other funds holding FORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Root Financial Partners sold out of FormFactor (FORM) in Q2 2026, closing a stake of 236 shares — an estimated $22.9K sold.

Root Financial Partners first reported a position in FORM in Q3 2025 and held it in 3 quarters. The position peaked at $22.9K in Q1 2026. 509 funds tracked by Wall St. Rank hold FORM as of Q2 2026.

  • Root Financial Partners reported no remaining FormFactor position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 236 FormFactor shares in Q2 2026, an estimated $22.9K.
  • Root Financial Partners first reported a position in FormFactor in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's FormFactor position peaked at $22.9K in Q1 2026.
  • 509 funds tracked by Wall St. Rank held FormFactor as of Q2 2026.

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