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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
Q1 		$1.12K Buy
50
+13
+35% +$290 ﹤0.01% 2571
2025
Q4 		$783 Buy
+37
New +$654 ﹤0.01% 2146

Other funds holding MSBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Root Financial Partners's MSBI Position: Q1 2026 in Review

Root Financial Partners increased its Midland States Bancorp (MSBI) stake by 35% in Q1 2026, buying an estimated $290 and bringing the position to 50 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

Root Financial Partners first reported a position in MSBI in Q4 2025 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold MSBI as of Q1 2026.

  • Root Financial Partners held 50 shares of Midland States Bancorp worth $1.12K as of Q1 2026.
  • Root Financial Partners bought 13 Midland States Bancorp shares in Q1 2026, an estimated $290.
  • Midland States Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2571 holding.
  • Root Financial Partners first reported a position in Midland States Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Midland States Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.