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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
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

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Root Financial Partners's TREX Position: Q1 2026 in Review

Root Financial Partners reduced its Trex (TREX) stake by 19% in Q1 2026, selling an estimated $1.49K and leaving 159 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Root Financial Partners first reported a position in TREX in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.3K in Q3 2025. 423 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • Root Financial Partners held 159 shares of Trex worth $5.79K as of Q1 2026.
  • Root Financial Partners sold 37 Trex shares in Q1 2026, an estimated $1.49K.
  • Trex made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1898 holding.
  • Root Financial Partners first reported a position in Trex in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Trex position peaked at $19.3K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.