Root Financial Partners
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Root Financial Partners’s Pro-Dex PDEX Stock Holding History

Root Financial Partners’s Portfolio PDEX Stock Details PDEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$828 Buy
+12
New +$767 ﹤0.01% 3038
2026
Q2 		– Sell
-2
Closed -$98 – 2371
2026
Q1 		$98 Buy
+2
New +$86 ﹤0.01% 3287

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

Root Financial Partners opened a new position in Pro-Dex (PDEX) in Q3 2026: 12 shares worth $828. The stake represents ﹤0.01% of the portfolio and ranks #3038 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PDEX as recently as Q1 2026.

Root Financial Partners first reported a position in PDEX in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold PDEX as of Q3 2026.

  • Root Financial Partners held 12 shares of Pro-Dex worth $828 as of Q3 2026.
  • Pro-Dex was a new Root Financial Partners position in Q3 2026.
  • Pro-Dex made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3038 holding.
  • Root Financial Partners first reported a position in Pro-Dex in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Pro-Dex as of Q3 2026.

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