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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
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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Hotchkis & Wiley Capital Management
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PFPGI
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Acadian Asset Management
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Root Financial Partners's MSBI Position: Q2 2026 in Review

Root Financial Partners sold out of Midland States Bancorp (MSBI) in Q2 2026, closing a stake of 50 shares — an estimated $1.12K sold.

Root Financial Partners first reported a position in MSBI in Q4 2025 and held it in 2 quarters. The position peaked at $1.12K in Q1 2026. 153 funds tracked by Wall St. Rank hold MSBI as of Q2 2026.

  • Root Financial Partners reported no remaining Midland States Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 50 Midland States Bancorp shares in Q2 2026, an estimated $1.12K.
  • Root Financial Partners first reported a position in Midland States Bancorp in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Midland States Bancorp position peaked at $1.12K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Midland States Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.