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Root Financial Partners’s International Paper IP Stock Holding History

Root Financial Partners’s Portfolio IP Stock Details IP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,306
Closed -$46.6K – 1782
2026
Q1 		$46.6K Buy
1,306
+572
+78% +$23.8K ﹤0.01% 898
2025
Q4 		$28.9K Sell
734
-902
-55% -$37.1K ﹤0.01% 968
2025
Q3 		$75.9K Buy
+1,636
New +$79.9K ﹤0.01% 530

Other funds holding IP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Root Financial Partners sold out of International Paper (IP) in Q2 2026, closing a stake of 1,306 shares — an estimated $46.6K sold.

Root Financial Partners first reported a position in IP in Q3 2025 and held it in 3 quarters. The position peaked at $75.9K in Q3 2025. 272 funds tracked by Wall St. Rank hold IP as of Q2 2026.

  • Root Financial Partners reported no remaining International Paper position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,306 International Paper shares in Q2 2026, an estimated $46.6K.
  • Root Financial Partners first reported a position in International Paper in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's International Paper position peaked at $75.9K in Q3 2025.
  • 272 funds tracked by Wall St. Rank held International Paper as of Q2 2026.

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