Root Financial Partners
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Root Financial Partners’s Sterling Infrastructure STRL Stock Holding History

Root Financial Partners’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$75.7K Buy
+154
New +$86.7K ﹤0.01% 882
2026
Q2 		– Sell
-128
Closed -$52.1K – 2834
2026
Q1 		$52.1K Buy
128
+28
+28% +$11K ﹤0.01% 860
2025
Q4 		$30.6K Buy
100
+23
+30% +$7.92K ﹤0.01% 934
2025
Q3 		$26.2K Buy
+77
New +$21.9K ﹤0.01% 975

Other funds holding STRL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

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

Root Financial Partners opened a new position in Sterling Infrastructure (STRL) in Q3 2026: 154 shares worth $75.7K. The stake represents ﹤0.01% of the portfolio and ranks #882 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in STRL as recently as Q1 2026.

Root Financial Partners first reported a position in STRL in Q3 2025 and has held it in 4 quarters since. 674 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • Root Financial Partners held 154 shares of Sterling Infrastructure worth $75.7K as of Q3 2026.
  • Sterling Infrastructure was a new Root Financial Partners position in Q3 2026.
  • Sterling Infrastructure made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #882 holding.
  • Root Financial Partners first reported a position in Sterling Infrastructure in Q3 2025 and has held it in 4 quarters since.
  • 674 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

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