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Root Financial Partners’s POET Technologies POET Stock Holding History

Root Financial Partners’s Portfolio POET Stock Details POET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,100
Closed -$12.5K – 2441
2026
Q1 		$12.5K Hold
2,100
– – ﹤0.01% 1573
2025
Q4 		$13.3K Hold
2,100
– – ﹤0.01% 1374
2025
Q3 		$11.6K Buy
+2,100
New +$11.9K ﹤0.01% 1393

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IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Root Financial Partners sold out of POET Technologies (POET) in Q2 2026, closing a stake of 2,100 shares — an estimated $12.5K sold.

Root Financial Partners first reported a position in POET in Q3 2025 and held it in 3 quarters. The position peaked at $13.3K in Q4 2025. 154 funds tracked by Wall St. Rank hold POET as of Q2 2026.

  • Root Financial Partners reported no remaining POET Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,100 POET Technologies shares in Q2 2026, an estimated $12.5K.
  • Root Financial Partners first reported a position in POET Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's POET Technologies position peaked at $13.3K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held POET Technologies as of Q2 2026.

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