Root Financial Partners
SLVM icon

Root Financial Partners’s Sylvamo SLVM Stock Holding History

Root Financial Partners’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.46K Buy
+106
New +$3.94K ﹤0.01% 2379
2026
Q2 		– Sell
-146
Closed -$6.17K – 2733
2026
Q1 		$6.17K Buy
146
+34
+30% +$1.59K ﹤0.01% 1870
2025
Q4 		$5.39K Buy
112
+3
+3% +$137 ﹤0.01% 1743
2025
Q3 		$4.82K Buy
+109
New +$5.05K ﹤0.01% 1741

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American Century Companies
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Dimensional Fund Advisors
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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Capital Management
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State Street
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Royal London Asset Management
Royal London Asset Management United Kingdom $54.5B AUM 31.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Root Financial Partners opened a new position in Sylvamo (SLVM) in Q3 2026: 106 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #2379 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SLVM as recently as Q1 2026.

Root Financial Partners first reported a position in SLVM in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.17K in Q1 2026. 240 funds tracked by Wall St. Rank hold SLVM as of Q3 2026.

  • Root Financial Partners held 106 shares of Sylvamo worth $3.46K as of Q3 2026.
  • Sylvamo was a new Root Financial Partners position in Q3 2026.
  • Sylvamo made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2379 holding.
  • Root Financial Partners first reported a position in Sylvamo in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Sylvamo position peaked at $6.17K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Sylvamo as of Q3 2026.

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