Root Financial Partners
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Root Financial Partners’s Midland States Bancorp MSBI Stock Holding History

Root Financial Partners’s Portfolio MSBI Stock Details MSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.93K Buy
+60
New +$1.96K ﹤0.01% 2664
2026
Q2 		– Sell
-50
Closed -$1.12K – 2115
2026
Q1 		$1.12K Buy
50
+13
+35% +$290 ﹤0.01% 2571
2025
Q4 		$783 Buy
+37
New +$654 ﹤0.01% 2146

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Acadian Asset Management
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Geode Capital Management
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Patriot Financial Partners GP II
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
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Los Angeles Capital Management
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in Midland States Bancorp (MSBI) in Q3 2026: 60 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #2664 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MSBI as recently as Q1 2026.

Root Financial Partners first reported a position in MSBI in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold MSBI as of Q3 2026.

  • Root Financial Partners held 60 shares of Midland States Bancorp worth $1.93K as of Q3 2026.
  • Midland States Bancorp was a new Root Financial Partners position in Q3 2026.
  • Midland States Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2664 holding.
  • Root Financial Partners first reported a position in Midland States Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Midland States Bancorp as of Q3 2026.

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