Root Financial Partners
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Root Financial Partners’s Perma-Fix Environmental Services PESI Stock Holding History

Root Financial Partners’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$407 Buy
+26
New +$437 ﹤0.01% 3288

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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

Root Financial Partners opened a new position in Perma-Fix Environmental Services (PESI) in Q3 2026: 26 shares worth $407. The stake represents ﹤0.01% of the portfolio and ranks #3288 among its holdings.

9 funds tracked by Wall St. Rank hold PESI as of Q3 2026.

  • Root Financial Partners held 26 shares of Perma-Fix Environmental Services worth $407 as of Q3 2026.
  • Perma-Fix Environmental Services was a new Root Financial Partners position in Q3 2026.
  • Perma-Fix Environmental Services made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3288 holding.
  • 9 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q3 2026.

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