RFP
PXED

Root Financial Partners’s Phoenix Education Partners PXED Stock Holding History

Root Financial Partners’s Portfolio PXED Stock Details PXED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23
Closed -$724 – 3458
2026
Q1 		$724 Buy
+23
New +$687 ﹤0.01% 2733

Other funds holding PXED

CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

Root Financial Partners sold out of Phoenix Education Partners (PXED) in Q2 2026, closing a stake of 23 shares — an estimated $724 sold.

Root Financial Partners first reported a position in PXED in Q1 2026 and held it in 1 quarter. The position peaked at $724 in Q1 2026. 14 funds tracked by Wall St. Rank hold PXED as of Q2 2026.

  • Root Financial Partners reported no remaining Phoenix Education Partners position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 23 Phoenix Education Partners shares in Q2 2026, an estimated $724.
  • Root Financial Partners first reported a position in Phoenix Education Partners in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Phoenix Education Partners position peaked at $724 in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Phoenix Education Partners as of Q2 2026.

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