Root Financial Partners
PDFS icon

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
Q3 		$4.34K Buy
+85
New +$4.14K ﹤0.01% 2279
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 Portfolio Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Root Financial Partners opened a new position in PDF Solutions (PDFS) in Q3 2026: 85 shares worth $4.34K. The stake represents ﹤0.01% of the portfolio and ranks #2279 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PDFS as recently as Q1 2026.

Root Financial Partners first reported a position in PDFS in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold PDFS as of Q3 2026.

  • Root Financial Partners held 85 shares of PDF Solutions worth $4.34K as of Q3 2026.
  • PDF Solutions was a new Root Financial Partners position in Q3 2026.
  • PDF Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2279 holding.
  • Root Financial Partners first reported a position in PDF Solutions in Q4 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held PDF Solutions as of Q3 2026.

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