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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
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

Other funds holding SLVM

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Root Financial Partners sold out of Sylvamo (SLVM) in Q2 2026, closing a stake of 146 shares — an estimated $6.17K sold.

Root Financial Partners first reported a position in SLVM in Q3 2025 and held it in 3 quarters. The position peaked at $6.17K in Q1 2026. 332 funds tracked by Wall St. Rank hold SLVM as of Q2 2026.

  • Root Financial Partners reported no remaining Sylvamo position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 146 Sylvamo shares in Q2 2026, an estimated $6.17K.
  • Root Financial Partners first reported a position in Sylvamo in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sylvamo position peaked at $6.17K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held Sylvamo as of Q2 2026.

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