Root Financial Partners
PLXS icon

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
Q3 		$32.4K Buy
+124
New +$31.7K ﹤0.01% 1304
2026
Q2 		– Sell
-106
Closed -$21.5K – 2431
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

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

Root Financial Partners opened a new position in Plexus (PLXS) in Q3 2026: 124 shares worth $32.4K. The stake represents ﹤0.01% of the portfolio and ranks #1304 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PLXS as recently as Q1 2026.

Root Financial Partners first reported a position in PLXS in Q3 2025 and has held it in 4 quarters since. 368 funds tracked by Wall St. Rank hold PLXS as of Q3 2026.

  • Root Financial Partners held 124 shares of Plexus worth $32.4K as of Q3 2026.
  • Plexus was a new Root Financial Partners position in Q3 2026.
  • Plexus made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1304 holding.
  • Root Financial Partners first reported a position in Plexus in Q3 2025 and has held it in 4 quarters since.
  • 368 funds tracked by Wall St. Rank held Plexus as of Q3 2026.

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