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Root Financial Partners’s Telos TLS Stock Holding History

Root Financial Partners’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-120
Closed -$503 – 2926
2026
Q1 		$503 Buy
+120
New +$567 ﹤0.01% 2864

Other funds holding TLS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

Root Financial Partners sold out of Telos (TLS) in Q2 2026, closing a stake of 120 shares — an estimated $503 sold.

Root Financial Partners first reported a position in TLS in Q1 2026 and held it in 1 quarter. The position peaked at $503 in Q1 2026. 24 funds tracked by Wall St. Rank hold TLS as of Q2 2026.

  • Root Financial Partners reported no remaining Telos position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 120 Telos shares in Q2 2026, an estimated $503.
  • Root Financial Partners first reported a position in Telos in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Telos position peaked at $503 in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Telos as of Q2 2026.

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