Root Financial Partners
UNIT icon

Root Financial Partners’s Uniti Group UNIT Stock Holding History

Root Financial Partners’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.09K Buy
+369
New +$3.71K ﹤0.01% 2428
2026
Q2 		– Sell
-250
Closed -$2.34K – 3032
2026
Q1 		$2.34K Buy
+250
New +$1.96K ﹤0.01% 2249

Other funds holding UNIT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Arena Capital Advisors
Arena Capital Advisors Los Angeles, California $200M AUM 6.35% 1-Year Est. Return

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

Root Financial Partners opened a new position in Uniti Group (UNIT) in Q3 2026: 369 shares worth $3.09K. The stake represents ﹤0.01% of the portfolio and ranks #2428 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UNIT as recently as Q1 2026.

Root Financial Partners first reported a position in UNIT in Q1 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold UNIT as of Q3 2026.

  • Root Financial Partners held 369 shares of Uniti Group worth $3.09K as of Q3 2026.
  • Uniti Group was a new Root Financial Partners position in Q3 2026.
  • Uniti Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2428 holding.
  • Root Financial Partners first reported a position in Uniti Group in Q1 2026 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held Uniti Group as of Q3 2026.

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