Root Financial Partners
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Root Financial Partners’s Solstice Advanced Materials SOLS Stock Holding History

Root Financial Partners’s Portfolio SOLS Stock Details SOLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$37.1K Buy
+659
New +$39.9K ﹤0.01% 1238
2026
Q2 		– Sell
-394
Closed -$30K – 3462
2026
Q1 		$30K Buy
394
+80
+25% +$5.48K ﹤0.01% 1118
2025
Q4 		$15.3K Buy
+314
New +$14.8K ﹤0.01% 1304

Other funds holding SOLS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bowen Hanes & Co
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

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

Root Financial Partners opened a new position in Solstice Advanced Materials (SOLS) in Q3 2026: 659 shares worth $37.1K. The stake represents ﹤0.01% of the portfolio and ranks #1238 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SOLS as recently as Q1 2026.

Root Financial Partners first reported a position in SOLS in Q4 2025 and has held it in 3 quarters since. 554 funds tracked by Wall St. Rank hold SOLS as of Q3 2026.

  • Root Financial Partners held 659 shares of Solstice Advanced Materials worth $37.1K as of Q3 2026.
  • Solstice Advanced Materials was a new Root Financial Partners position in Q3 2026.
  • Solstice Advanced Materials made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1238 holding.
  • Root Financial Partners first reported a position in Solstice Advanced Materials in Q4 2025 and has held it in 3 quarters since.
  • 554 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q3 2026.

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