Root Financial Partners’s Richardson Electronics RELL Stock Holding History

Root Financial Partners’s Portfolio RELL Stock Details RELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$319	Buy	+18	New	+$322	﹤0.01%	3384

Other funds holding RELL

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Root Financial Partners opened a new position in Richardson Electronics (RELL) in Q3 2026: 18 shares worth $319. The stake represents ﹤0.01% of the portfolio and ranks #3384 among its holdings.

10 funds tracked by Wall St. Rank hold RELL as of Q3 2026.

Root Financial Partners held 18 shares of Richardson Electronics worth $319 as of Q3 2026.
Richardson Electronics was a new Root Financial Partners position in Q3 2026.
Richardson Electronics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3384 holding.
10 funds tracked by Wall St. Rank held Richardson Electronics as of Q3 2026.

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