Root Financial Partners
ISPR icon

Root Financial Partners’s Ispire Technology ISPR Stock Holding History

Root Financial Partners’s Portfolio ISPR Stock Details ISPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1 Buy
+1
New +$1 ﹤0.01% 3825
2026
Q2 		– Sell
-13
Closed -$24 – 1795
2026
Q1 		$24 Buy
+13
New +$34 ﹤0.01% 3430

Other funds holding ISPR

YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $247M AUM 5.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.22B AUM 35.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in Ispire Technology (ISPR) in Q3 2026: 1 share worth $1. The stake represents ﹤0.01% of the portfolio and ranks #3825 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ISPR as recently as Q1 2026.

Root Financial Partners first reported a position in ISPR in Q1 2026 and has held it in 2 quarters since. The position peaked at $24 in Q1 2026. 20 funds tracked by Wall St. Rank hold ISPR as of Q3 2026.

  • Root Financial Partners held 1 share of Ispire Technology worth $1 as of Q3 2026.
  • Ispire Technology was a new Root Financial Partners position in Q3 2026.
  • Ispire Technology made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3825 holding.
  • Root Financial Partners first reported a position in Ispire Technology in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Ispire Technology position peaked at $24 in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Ispire Technology as of Q3 2026.

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