Root Financial Partners
S icon

Root Financial Partners’s SentinelOne S Stock Holding History

Root Financial Partners’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$84K Buy
+3,535
New +$73.1K ﹤0.01% 828
2026
Q2 		– Sell
-4,355
Closed -$56.1K – 2625
2026
Q1 		$56.1K Buy
4,355
+4,262
+4,583% +$59.2K ﹤0.01% 830
2025
Q4 		$1.4K Sell
93
-89
-49% -$1.46K ﹤0.01% 2050
2025
Q3 		$3.2K Buy
+182
New +$3.26K ﹤0.01% 1867

Other funds holding S

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Meritas Wealth Management
Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Sycomore Asset Management
Sycomore Asset Management Paris, France $917M AUM 50.97% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Root Financial Partners opened a new position in SentinelOne (S) in Q3 2026: 3,535 shares worth $84K. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in S as recently as Q1 2026.

Root Financial Partners first reported a position in S in Q3 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold S as of Q3 2026.

  • Root Financial Partners held 3,535 shares of SentinelOne worth $84K as of Q3 2026.
  • SentinelOne was a new Root Financial Partners position in Q3 2026.
  • SentinelOne made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #828 holding.
  • Root Financial Partners first reported a position in SentinelOne in Q3 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held SentinelOne as of Q3 2026.

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