Root Financial Partners
QUAD icon

Root Financial Partners’s Quad QUAD Stock Holding History

Root Financial Partners’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$618 Buy
+67
New +$636 ﹤0.01% 3142
2026
Q2 		– Sell
-58
Closed -$383 – 2506
2026
Q1 		$383 Buy
+58
New +$375 ﹤0.01% 2959

Other funds holding QUAD

LSV Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

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

Root Financial Partners opened a new position in Quad (QUAD) in Q3 2026: 67 shares worth $618. The stake represents ﹤0.01% of the portfolio and ranks #3142 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in QUAD as recently as Q1 2026.

Root Financial Partners first reported a position in QUAD in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold QUAD as of Q3 2026.

  • Root Financial Partners held 67 shares of Quad worth $618 as of Q3 2026.
  • Quad was a new Root Financial Partners position in Q3 2026.
  • Quad made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3142 holding.
  • Root Financial Partners first reported a position in Quad in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Quad as of Q3 2026.

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