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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-51
Closed -$2.88K 3357
2026
Q1
$2.88K Buy
+51
New +$2.76K ﹤0.01% 2167

Other funds holding SEI

Root Financial Partners's SEI Position: Q2 2026 in Review

Root Financial Partners sold out of Solaris Energy Infrastructure (SEI) in Q2 2026, closing a stake of 51 shares — an estimated $2.88K sold.

Root Financial Partners first reported a position in SEI in Q1 2026 and held it in 1 quarter. The position peaked at $2.88K in Q1 2026. 433 funds tracked by Wall St. Rank hold SEI as of Q2 2026.

  • Root Financial Partners reported no remaining Solaris Energy Infrastructure position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 51 Solaris Energy Infrastructure shares in Q2 2026, an estimated $2.88K.
  • Root Financial Partners first reported a position in Solaris Energy Infrastructure in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Solaris Energy Infrastructure position peaked at $2.88K in Q1 2026.
  • 433 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.