Root Financial Partners
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Root Financial Partners’s Syntec Optics OPTX Stock Holding History

Root Financial Partners’s Portfolio OPTX Stock Details OPTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$50 Buy
+6
New +$48 ﹤0.01% 3723

Other funds holding OPTX

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

Root Financial Partners opened a new position in Syntec Optics (OPTX) in Q3 2026: 6 shares worth $50. The stake represents ﹤0.01% of the portfolio and ranks #3723 among its holdings.

7 funds tracked by Wall St. Rank hold OPTX as of Q3 2026.

  • Root Financial Partners held 6 shares of Syntec Optics worth $50 as of Q3 2026.
  • Syntec Optics was a new Root Financial Partners position in Q3 2026.
  • Syntec Optics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3723 holding.
  • 7 funds tracked by Wall St. Rank held Syntec Optics as of Q3 2026.

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