Root Financial Partners’s Spok Holdings SPOK Stock Holding History

Root Financial Partners’s Portfolio SPOK Stock Details SPOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$797	Buy	+76	New	+$812	﹤0.01%	3056

Other funds holding SPOK

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

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

Root Financial Partners opened a new position in Spok Holdings (SPOK) in Q3 2026: 76 shares worth $797. The stake represents ﹤0.01% of the portfolio and ranks #3056 among its holdings.

14 funds tracked by Wall St. Rank hold SPOK as of Q3 2026.

Root Financial Partners held 76 shares of Spok Holdings worth $797 as of Q3 2026.
Spok Holdings was a new Root Financial Partners position in Q3 2026.
Spok Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3056 holding.
14 funds tracked by Wall St. Rank held Spok Holdings as of Q3 2026.

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