Root Financial Partners
SMTC icon

Root Financial Partners’s Semtech SMTC Stock Holding History

Root Financial Partners’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.4K Buy
+75
New +$10.6K ﹤0.01% 1764
2026
Q2 		– Sell
-70
Closed -$5.38K – 2750
2026
Q1 		$5.38K Buy
70
+15
+27% +$1.23K ﹤0.01% 1921
2025
Q4 		$4.05K Hold
55
– – ﹤0.01% 1826
2025
Q3 		$3.93K Buy
+55
New +$2.99K ﹤0.01% 1802

Other funds holding SMTC

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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Root Financial Partners opened a new position in Semtech (SMTC) in Q3 2026: 75 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #1764 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SMTC as recently as Q1 2026.

Root Financial Partners first reported a position in SMTC in Q3 2025 and has held it in 4 quarters since. 244 funds tracked by Wall St. Rank hold SMTC as of Q3 2026.

  • Root Financial Partners held 75 shares of Semtech worth $13.4K as of Q3 2026.
  • Semtech was a new Root Financial Partners position in Q3 2026.
  • Semtech made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1764 holding.
  • Root Financial Partners first reported a position in Semtech in Q3 2025 and has held it in 4 quarters since.
  • 244 funds tracked by Wall St. Rank held Semtech as of Q3 2026.

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