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Root Financial Partners’s Fortuna Silver Mines FSM Stock Holding History

Root Financial Partners’s Portfolio FSM Stock Details FSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$923 Hold
93
– – ﹤0.01% 2641
2025
Q4 		$912 Hold
93
– – ﹤0.01% 2118
2025
Q3 		$833 Buy
+93
New +$679 ﹤0.01% 2087

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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Root Financial Partners held its Fortuna Silver Mines (FSM) position steady in Q1 2026 at 93 shares worth $923. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

Root Financial Partners first reported a position in FSM in Q3 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold FSM as of Q1 2026.

  • Root Financial Partners held 93 shares of Fortuna Silver Mines worth $923 as of Q1 2026.
  • Root Financial Partners left its Fortuna Silver Mines share count unchanged in Q1 2026.
  • Fortuna Silver Mines made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2641 holding.
  • Root Financial Partners first reported a position in Fortuna Silver Mines in Q3 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q1 2026.

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