Root Financial Partners
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Root Financial Partners’s SunCoke Energy SXC Stock Holding History

Root Financial Partners’s Portfolio SXC Stock Details SXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.76K Buy
+929
New +$8.6K ﹤0.01% 1976
2026
Q2 		– Sell
-115
Closed -$749 – 2856
2026
Q1 		$749 Buy
+115
New +$813 ﹤0.01% 2720

Other funds holding SXC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Root Financial Partners opened a new position in SunCoke Energy (SXC) in Q3 2026: 929 shares worth $8.76K. The stake represents ﹤0.01% of the portfolio and ranks #1976 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SXC as recently as Q1 2026.

Root Financial Partners first reported a position in SXC in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold SXC as of Q3 2026.

  • Root Financial Partners held 929 shares of SunCoke Energy worth $8.76K as of Q3 2026.
  • SunCoke Energy was a new Root Financial Partners position in Q3 2026.
  • SunCoke Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1976 holding.
  • Root Financial Partners first reported a position in SunCoke Energy in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2026.

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