Root Financial Partners
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Root Financial Partners’s Satellogic SATL Stock Holding History

Root Financial Partners’s Portfolio SATL Stock Details SATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$371 Buy
+67
New +$327 ﹤0.01% 3339
2026
Q2 		– Sell
-29
Closed -$158 – 2638
2026
Q1 		$158 Buy
+29
New +$107 ﹤0.01% 3198

Other funds holding SATL

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Root Financial Partners opened a new position in Satellogic (SATL) in Q3 2026: 67 shares worth $371. The stake represents ﹤0.01% of the portfolio and ranks #3339 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SATL as recently as Q1 2026.

Root Financial Partners first reported a position in SATL in Q1 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold SATL as of Q3 2026.

  • Root Financial Partners held 67 shares of Satellogic worth $371 as of Q3 2026.
  • Satellogic was a new Root Financial Partners position in Q3 2026.
  • Satellogic made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3339 holding.
  • Root Financial Partners first reported a position in Satellogic in Q1 2026 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Satellogic as of Q3 2026.

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