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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
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 $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Root Financial Partners's PLUS Position: Q1 2026 in Review

Root Financial Partners reduced its ePlus (PLUS) stake by 1.8% in Q1 2026, selling an estimated $164 and leaving 107 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Root Financial Partners first reported a position in PLUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.56K in Q4 2025. 282 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Root Financial Partners held 107 shares of ePlus worth $8.05K as of Q1 2026.
  • Root Financial Partners sold 2 ePlus shares in Q1 2026, an estimated $164.
  • ePlus made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1765 holding.
  • Root Financial Partners first reported a position in ePlus in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's ePlus position peaked at $9.56K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.