Root Financial Partners
TREX icon

Root Financial Partners’s Trex TREX Stock Holding History

Root Financial Partners’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$213K Buy
+4,897
New +$223K 0.01% 419
2026
Q2 		– Sell
-159
Closed -$5.79K – 2957
2026
Q1 		$5.79K Sell
159
-37
-19% -$1.49K ﹤0.01% 1898
2025
Q4 		$6.88K Sell
196
-178
-48% -$7.2K ﹤0.01% 1655
2025
Q3 		$19.3K Buy
+374
New +$22.8K ﹤0.01% 1137

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American Century Companies
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Root Financial Partners opened a new position in Trex (TREX) in Q3 2026: 4,897 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TREX as recently as Q1 2026.

Root Financial Partners first reported a position in TREX in Q3 2025 and has held it in 4 quarters since. 379 funds tracked by Wall St. Rank hold TREX as of Q3 2026.

  • Root Financial Partners held 4,897 shares of Trex worth $213K as of Q3 2026.
  • Trex was a new Root Financial Partners position in Q3 2026.
  • Trex made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #419 holding.
  • Root Financial Partners first reported a position in Trex in Q3 2025 and has held it in 4 quarters since.
  • 379 funds tracked by Wall St. Rank held Trex as of Q3 2026.

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