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Root Financial Partners’s Frontier Group Holdings ULCC Stock Holding History

Root Financial Partners’s Portfolio ULCC Stock Details ULCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-155
Closed -$547 – 3024
2026
Q1 		$547 Buy
+155
New +$709 ﹤0.01% 2840

Other funds holding ULCC

WCM
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USGIU
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MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 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
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Root Financial Partners sold out of Frontier Group Holdings (ULCC) in Q2 2026, closing a stake of 155 shares — an estimated $547 sold.

Root Financial Partners first reported a position in ULCC in Q1 2026 and held it in 1 quarter. The position peaked at $547 in Q1 2026. 31 funds tracked by Wall St. Rank hold ULCC as of Q2 2026.

  • Root Financial Partners reported no remaining Frontier Group Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 155 Frontier Group Holdings shares in Q2 2026, an estimated $547.
  • Root Financial Partners first reported a position in Frontier Group Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Frontier Group Holdings position peaked at $547 in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Frontier Group Holdings as of Q2 2026.

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