Root Financial Partners
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Root Financial Partners’s Solaris Energy Infrastructure SEI Stock Holding History

Root Financial Partners’s Portfolio SEI Stock Details SEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.12K Buy
+114
New +$6.94K ﹤0.01% 2018
2026
Q2 		– Sell
-51
Closed -$2.88K – 3357
2026
Q1 		$2.88K Buy
+51
New +$2.76K ﹤0.01% 2167

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

Root Financial Partners opened a new position in Solaris Energy Infrastructure (SEI) in Q3 2026: 114 shares worth $8.12K. The stake represents ﹤0.01% of the portfolio and ranks #2018 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SEI as recently as Q1 2026.

Root Financial Partners first reported a position in SEI in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold SEI as of Q3 2026.

  • Root Financial Partners held 114 shares of Solaris Energy Infrastructure worth $8.12K as of Q3 2026.
  • Solaris Energy Infrastructure was a new Root Financial Partners position in Q3 2026.
  • Solaris Energy Infrastructure made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2018 holding.
  • Root Financial Partners first reported a position in Solaris Energy Infrastructure in Q1 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q3 2026.

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