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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
Q1 		$383 Buy
+58
New +$375 ﹤0.01% 2959

Other funds holding QUAD

MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Root Financial Partners's QUAD Position: Q1 2026 in Review

Root Financial Partners opened a new position in Quad (QUAD) in Q1 2026: 58 shares worth $383. The stake represents ﹤0.01% of the portfolio and ranks #2959 among its holdings.

150 funds tracked by Wall St. Rank hold QUAD as of Q1 2026.

  • Root Financial Partners held 58 shares of Quad worth $383 as of Q1 2026.
  • Quad was a new Root Financial Partners position in Q1 2026.
  • Quad made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2959 holding.
  • 150 funds tracked by Wall St. Rank held Quad as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.