Root Financial Partners’s Intrepid Potash IPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$96	Buy	+3	New	+$109	﹤0.01%	3653

Other funds holding IPI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Azarias Capital Management Berwyn, Pennsylvania $168M AUM 10.75% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Root Financial Partners opened a new position in Intrepid Potash (IPI) in Q3 2026: 3 shares worth $96. The stake represents ﹤0.01% of the portfolio and ranks #3653 among its holdings.

60 funds tracked by Wall St. Rank hold IPI as of Q3 2026.

Root Financial Partners held 3 shares of Intrepid Potash worth $96 as of Q3 2026.
Intrepid Potash was a new Root Financial Partners position in Q3 2026.
Intrepid Potash made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3653 holding.
60 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2026.

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