Root Financial Partners
RELX icon

Root Financial Partners’s RELX RELX Stock Holding History

Root Financial Partners’s Portfolio RELX Stock Details RELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.3K Buy
+582
New +$20.1K ﹤0.01% 1574
2026
Q2 		– Sell
-346
Closed -$11.5K – 2536
2026
Q1 		$11.5K Sell
346
-2
-0.6% -$70 ﹤0.01% 1613
2025
Q4 		$14.1K Buy
348
+30
+9% +$1.28K ﹤0.01% 1348
2025
Q3 		$15.2K Buy
+318
New +$15.7K ﹤0.01% 1257

Other funds holding RELX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
Narwhal Capital Management
Narwhal Capital Management Marietta, Georgia $1.49B AUM 20.87% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

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

Root Financial Partners opened a new position in RELX (RELX) in Q3 2026: 582 shares worth $19.3K. The stake represents ﹤0.01% of the portfolio and ranks #1574 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RELX as recently as Q1 2026.

Root Financial Partners first reported a position in RELX in Q3 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold RELX as of Q3 2026.

  • Root Financial Partners held 582 shares of RELX worth $19.3K as of Q3 2026.
  • RELX was a new Root Financial Partners position in Q3 2026.
  • RELX made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1574 holding.
  • Root Financial Partners first reported a position in RELX in Q3 2025 and has held it in 4 quarters since.
  • 235 funds tracked by Wall St. Rank held RELX as of Q3 2026.

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