Root Financial Partners
KOPN icon

Root Financial Partners’s Kopin KOPN Stock Holding History

Root Financial Partners’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$819 Buy
+178
New +$772 ﹤0.01% 3043
2026
Q2 		– Sell
-49
Closed -$110 – 1903
2026
Q1 		$110 Buy
+49
New +$119 ﹤0.01% 3262

Other funds holding KOPN

SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
Focused Wealth Management
Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Murphy Pohlad Asset Management
Murphy Pohlad Asset Management Eden Prairie, Minnesota $288M AUM 30.61% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

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

Root Financial Partners opened a new position in Kopin (KOPN) in Q3 2026: 178 shares worth $819. The stake represents ﹤0.01% of the portfolio and ranks #3043 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KOPN as recently as Q1 2026.

Root Financial Partners first reported a position in KOPN in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold KOPN as of Q3 2026.

  • Root Financial Partners held 178 shares of Kopin worth $819 as of Q3 2026.
  • Kopin was a new Root Financial Partners position in Q3 2026.
  • Kopin made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3043 holding.
  • Root Financial Partners first reported a position in Kopin in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Kopin as of Q3 2026.

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