Root Financial Partners
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Root Financial Partners’s Quantum-Si Incorporated QSI Stock Holding History

Root Financial Partners’s Portfolio QSI Stock Details QSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25 Buy
+23
New +$18 ﹤0.01% 3776
2026
Q2 		– Sell
-292
Closed -$226 – 2503
2026
Q1 		$226 Buy
+292
New +$303 ﹤0.01% 3122

Other funds holding QSI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fosun International
Fosun International Hong Kong, China $369M AUM 6.93% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Root Financial Partners opened a new position in Quantum-Si Incorporated (QSI) in Q3 2026: 23 shares worth $25. The stake represents ﹤0.01% of the portfolio and ranks #3776 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in QSI as recently as Q1 2026.

Root Financial Partners first reported a position in QSI in Q1 2026 and has held it in 2 quarters since. The position peaked at $226 in Q1 2026. 57 funds tracked by Wall St. Rank hold QSI as of Q3 2026.

  • Root Financial Partners held 23 shares of Quantum-Si Incorporated worth $25 as of Q3 2026.
  • Quantum-Si Incorporated was a new Root Financial Partners position in Q3 2026.
  • Quantum-Si Incorporated made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3776 holding.
  • Root Financial Partners first reported a position in Quantum-Si Incorporated in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Quantum-Si Incorporated position peaked at $226 in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Quantum-Si Incorporated as of Q3 2026.

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