Root Financial Partners’s InfuSystem Holdings INFU Stock Holding History

Root Financial Partners’s Portfolio INFU Stock Details INFU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.39K	Buy	+108	New	+$1.22K	﹤0.01%	2799

Other funds holding INFU

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

Root Financial Partners opened a new position in InfuSystem Holdings (INFU) in Q3 2026: 108 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #2799 among its holdings.

11 funds tracked by Wall St. Rank hold INFU as of Q3 2026.

Root Financial Partners held 108 shares of InfuSystem Holdings worth $1.39K as of Q3 2026.
InfuSystem Holdings was a new Root Financial Partners position in Q3 2026.
InfuSystem Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2799 holding.
11 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q3 2026.

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