Root Financial Partners
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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
Q3 		$57.8K Buy
+387
New +$44.2K ﹤0.01% 1010
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

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Bessemer Group
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Root Financial Partners's FORM Position: Q3 2026 in Review

Root Financial Partners opened a new position in FormFactor (FORM) in Q3 2026: 387 shares worth $57.8K. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FORM as recently as Q1 2026.

Root Financial Partners first reported a position in FORM in Q3 2025 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold FORM as of Q3 2026.

  • Root Financial Partners held 387 shares of FormFactor worth $57.8K as of Q3 2026.
  • FormFactor was a new Root Financial Partners position in Q3 2026.
  • FormFactor made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1010 holding.
  • Root Financial Partners first reported a position in FormFactor in Q3 2025 and has held it in 4 quarters since.
  • 280 funds tracked by Wall St. Rank held FormFactor as of Q3 2026.

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