Root Financial Partners
PLUS icon

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
Q3 		$13.1K Buy
+145
New +$12.9K ﹤0.01% 1780
2026
Q2 		– Sell
-107
Closed -$8.05K – 2429
2026
Q1 		$8.05K Sell
107
-2
-2% -$164 ﹤0.01% 1765
2025
Q4 		$9.6K 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 $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
AltraVue Capital
AltraVue Capital Bellevue, Washington $1.16B AUM 21.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in ePlus (PLUS) in Q3 2026: 145 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #1780 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PLUS as recently as Q1 2026.

Root Financial Partners first reported a position in PLUS in Q3 2025 and has held it in 4 quarters since. 237 funds tracked by Wall St. Rank hold PLUS as of Q3 2026.

  • Root Financial Partners held 145 shares of ePlus worth $13.1K as of Q3 2026.
  • ePlus was a new Root Financial Partners position in Q3 2026.
  • ePlus made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1780 holding.
  • Root Financial Partners first reported a position in ePlus in Q3 2025 and has held it in 4 quarters since.
  • 237 funds tracked by Wall St. Rank held ePlus as of Q3 2026.

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