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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
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

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Root Financial Partners's SLVM Position: Q1 2026 in Review

Root Financial Partners increased its Sylvamo (SLVM) stake by 30% in Q1 2026, buying an estimated $1.59K and bringing the position to 146 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Root Financial Partners first reported a position in SLVM in Q3 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold SLVM as of Q1 2026.

  • Root Financial Partners held 146 shares of Sylvamo worth $6.17K as of Q1 2026.
  • Root Financial Partners bought 34 Sylvamo shares in Q1 2026, an estimated $1.59K.
  • Sylvamo made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1870 holding.
  • Root Financial Partners first reported a position in Sylvamo in Q3 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held Sylvamo as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.