Root Financial Partners
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Root Financial Partners’s Shoals Technologies Group SHLS Stock Holding History

Root Financial Partners’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.21K Buy
+273
New +$2.3K ﹤0.01% 2600
2026
Q2 		– Sell
-37
Closed -$243 – 2699
2026
Q1 		$243 Buy
+37
New +$303 ﹤0.01% 3105

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return

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

Root Financial Partners opened a new position in Shoals Technologies Group (SHLS) in Q3 2026: 273 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #2600 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SHLS as recently as Q1 2026.

Root Financial Partners first reported a position in SHLS in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold SHLS as of Q3 2026.

  • Root Financial Partners held 273 shares of Shoals Technologies Group worth $2.21K as of Q3 2026.
  • Shoals Technologies Group was a new Root Financial Partners position in Q3 2026.
  • Shoals Technologies Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2600 holding.
  • Root Financial Partners first reported a position in Shoals Technologies Group in Q1 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

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