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Root Financial Partners’s ePlus PLUS Stock Holding History

Root Financial Partners’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-107
Closed -$8.05K – 2429
2026
Q1 		$8.05K Sell
107
-2
-2% -$164 ﹤0.01% 1765
2025
Q4 		$9.56K Buy
109
+9
+9% +$743 ﹤0.01% 1511
2025
Q3 		$7.1K Buy
+100
New +$7.05K ﹤0.01% 1583

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Root Financial Partners sold out of ePlus (PLUS) in Q2 2026, closing a stake of 107 shares — an estimated $8.05K sold.

Root Financial Partners first reported a position in PLUS in Q3 2025 and held it in 3 quarters. The position peaked at $9.56K in Q4 2025. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Root Financial Partners reported no remaining ePlus position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 107 ePlus shares in Q2 2026, an estimated $8.05K.
  • Root Financial Partners first reported a position in ePlus in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ePlus position peaked at $9.56K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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