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Root Financial Partners’s Plexus PLXS Stock Holding History

Root Financial Partners’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.5K Buy
106
+11
+12% +$2.09K ﹤0.01% 1291
2025
Q4 		$14K Buy
95
+11
+13% +$1.61K ﹤0.01% 1352
2025
Q3 		$12.2K Buy
+84
New +$11.3K ﹤0.01% 1371

Other funds holding PLXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Root Financial Partners increased its Plexus (PLXS) stake by 12% in Q1 2026, buying an estimated $2.09K and bringing the position to 106 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Root Financial Partners first reported a position in PLXS in Q3 2025 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold PLXS as of Q1 2026.

  • Root Financial Partners held 106 shares of Plexus worth $21.5K as of Q1 2026.
  • Root Financial Partners bought 11 Plexus shares in Q1 2026, an estimated $2.09K.
  • Plexus made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1291 holding.
  • Root Financial Partners first reported a position in Plexus in Q3 2025 and has held it in 3 quarters since.
  • 380 funds tracked by Wall St. Rank held Plexus as of Q1 2026.

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