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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
Q2 		– Sell
-115
Closed -$749 – 2856
2026
Q1 		$749 Buy
+115
New +$813 ﹤0.01% 2720

Other funds holding SXC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Root Financial Partners sold out of SunCoke Energy (SXC) in Q2 2026, closing a stake of 115 shares — an estimated $749 sold.

Root Financial Partners first reported a position in SXC in Q1 2026 and held it in 1 quarter. The position peaked at $749 in Q1 2026. 38 funds tracked by Wall St. Rank hold SXC as of Q2 2026.

  • Root Financial Partners reported no remaining SunCoke Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 115 SunCoke Energy shares in Q2 2026, an estimated $749.
  • Root Financial Partners first reported a position in SunCoke Energy in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's SunCoke Energy position peaked at $749 in Q1 2026.
  • 38 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2026.

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