Root Financial Partners
RXO icon

Root Financial Partners’s RXO RXO Stock Holding History

Root Financial Partners’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.4K Buy
+313
New +$7.13K ﹤0.01% 2129

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Geode Capital Management
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Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Finepoint Capital
Finepoint Capital Boston, Massachusetts $2.71B AUM 14.5% 1-Year Est. Return

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

Root Financial Partners opened a new position in RXO (RXO) in Q3 2026: 313 shares worth $6.4K. The stake represents ﹤0.01% of the portfolio and ranks #2129 among its holdings.

244 funds tracked by Wall St. Rank hold RXO as of Q3 2026.

  • Root Financial Partners held 313 shares of RXO worth $6.4K as of Q3 2026.
  • RXO was a new Root Financial Partners position in Q3 2026.
  • RXO made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2129 holding.
  • 244 funds tracked by Wall St. Rank held RXO as of Q3 2026.

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