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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
Q2 		– Sell
-93
Closed -$923 – 1444
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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Dimensional Fund Advisors
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Vanguard Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Root Financial Partners sold out of Fortuna Silver Mines (FSM) in Q2 2026, closing a stake of 93 shares — an estimated $923 sold.

Root Financial Partners first reported a position in FSM in Q3 2025 and held it in 3 quarters. The position peaked at $923 in Q1 2026. 245 funds tracked by Wall St. Rank hold FSM as of Q2 2026.

  • Root Financial Partners reported no remaining Fortuna Silver Mines position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 93 Fortuna Silver Mines shares in Q2 2026, an estimated $923.
  • Root Financial Partners first reported a position in Fortuna Silver Mines in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Fortuna Silver Mines position peaked at $923 in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q2 2026.

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