Root Financial Partners’s Stitch Fix SFIX Stock Holding History

Root Financial Partners’s Portfolio SFIX Stock Details SFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-200	Closed	-$870	–	2515
2025 Q3	$870	Buy	+200	New	+$988	﹤0.01%	2082

Other funds holding SFIX

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCAU

Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's SFIX Position: Q4 2025 in Review

Root Financial Partners sold out of Stitch Fix (SFIX) in Q4 2025, closing a stake of 200 shares — an estimated $870 sold.

Root Financial Partners first reported a position in SFIX in Q3 2025 and held it in 1 quarter. The position peaked at $870 in Q3 2025. 184 funds tracked by Wall St. Rank hold SFIX as of Q4 2025.

Root Financial Partners reported no remaining Stitch Fix position as of Q4 2025 after selling out during the quarter.
Root Financial Partners sold 200 Stitch Fix shares in Q4 2025, an estimated $870.
Root Financial Partners first reported a position in Stitch Fix in Q3 2025 and held it in 1 quarter.
Root Financial Partners's Stitch Fix position peaked at $870 in Q3 2025.
184 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.