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Root Financial Partners’s PDF Solutions PDFS Stock Holding History

Root Financial Partners’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-44
Closed -$1.44K – 2372
2026
Q1 		$1.44K Buy
44
+42
+2,100% +$1.37K ﹤0.01% 2453
2025
Q4 		$57 Buy
+2
New +$55 ﹤0.01% 2370

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Vanguard Capital Management
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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Root Financial Partners's PDFS Position: Q2 2026 in Review

Root Financial Partners sold out of PDF Solutions (PDFS) in Q2 2026, closing a stake of 44 shares — an estimated $1.44K sold.

Root Financial Partners first reported a position in PDFS in Q4 2025 and held it in 2 quarters. The position peaked at $1.44K in Q1 2026. 283 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Root Financial Partners reported no remaining PDF Solutions position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 44 PDF Solutions shares in Q2 2026, an estimated $1.44K.
  • Root Financial Partners first reported a position in PDF Solutions in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's PDF Solutions position peaked at $1.44K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

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