Root Financial Partners
OPTU icon

Root Financial Partners’s Optimum Communications Inc OPTU Stock Holding History

Root Financial Partners’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.69K Buy
+2,715
New +$2.59K ﹤0.01% 2497
2026
Q2 		– Sell
-218
Closed -$283 – 630
2026
Q1 		$283 Buy
+218
New +$343 ﹤0.01% 3059

Other funds holding OPTU

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Deutsche Bank
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BW Gestao de Investimentos
BW Gestao de Investimentos Sao Paulo, Brazil $4.09B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Senator Investment Group
Senator Investment Group New York $2.64B AUM 29.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Root Financial Partners opened a new position in Optimum Communications Inc (OPTU) in Q3 2026: 2,715 shares worth $2.69K. The stake represents ﹤0.01% of the portfolio and ranks #2497 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OPTU as recently as Q1 2026.

Root Financial Partners first reported a position in OPTU in Q1 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold OPTU as of Q3 2026.

  • Root Financial Partners held 2,715 shares of Optimum Communications Inc worth $2.69K as of Q3 2026.
  • Optimum Communications Inc was a new Root Financial Partners position in Q3 2026.
  • Optimum Communications Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2497 holding.
  • Root Financial Partners first reported a position in Optimum Communications Inc in Q1 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q3 2026.

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