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Root Financial Partners’s SPX Corp SPXC Stock Holding History

Root Financial Partners’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-112
Closed -$22.4K – 2796
2026
Q1 		$22.4K Buy
112
+2
+2% +$430 ﹤0.01% 1254
2025
Q4 		$22K Buy
110
+23
+26% +$4.69K ﹤0.01% 1141
2025
Q3 		$16.3K Buy
+87
New +$16.1K ﹤0.01% 1220

Other funds holding SPXC

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
HP
Highlander Partners Dallas, Texas $298M AUM 53.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

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

Root Financial Partners sold out of SPX Corp (SPXC) in Q2 2026, closing a stake of 112 shares — an estimated $22.4K sold.

Root Financial Partners first reported a position in SPXC in Q3 2025 and held it in 3 quarters. The position peaked at $22.4K in Q1 2026. 135 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • Root Financial Partners reported no remaining SPX Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 112 SPX Corp shares in Q2 2026, an estimated $22.4K.
  • Root Financial Partners first reported a position in SPX Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's SPX Corp position peaked at $22.4K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

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