Root Financial Partners
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Root Financial Partners’s REX American Resources REX Stock Holding History

Root Financial Partners’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.22K Buy
+51
New +$2.24K ﹤0.01% 2597
2026
Q2 		– Sell
-27
Closed -$1.23K – 2541
2026
Q1 		$1.23K Buy
+27
New +$978 ﹤0.01% 2524

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Vanguard Portfolio Management
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Vanguard Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Root Financial Partners opened a new position in REX American Resources (REX) in Q3 2026: 51 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #2597 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in REX as recently as Q1 2026.

Root Financial Partners first reported a position in REX in Q1 2026 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold REX as of Q3 2026.

  • Root Financial Partners held 51 shares of REX American Resources worth $2.22K as of Q3 2026.
  • REX American Resources was a new Root Financial Partners position in Q3 2026.
  • REX American Resources made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2597 holding.
  • Root Financial Partners first reported a position in REX American Resources in Q1 2026 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held REX American Resources as of Q3 2026.

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