Root Financial Partners
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Root Financial Partners’s Energy Fuels UUUU Stock Holding History

Root Financial Partners’s Portfolio UUUU Stock Details UUUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$331 Buy
+30
New +$394 ﹤0.01% 3371
2026
Q2 		– Sell
-30
Closed -$548 – 3055
2026
Q1 		$548 Buy
+30
New +$621 ﹤0.01% 2839

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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mindset Wealth Management
Mindset Wealth Management Indianapolis, Indiana $562M AUM 37.19% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Root Financial Partners opened a new position in Energy Fuels (UUUU) in Q3 2026: 30 shares worth $331. The stake represents ﹤0.01% of the portfolio and ranks #3371 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UUUU as recently as Q1 2026.

Root Financial Partners first reported a position in UUUU in Q1 2026 and has held it in 2 quarters since. The position peaked at $548 in Q1 2026. 158 funds tracked by Wall St. Rank hold UUUU as of Q3 2026.

  • Root Financial Partners held 30 shares of Energy Fuels worth $331 as of Q3 2026.
  • Energy Fuels was a new Root Financial Partners position in Q3 2026.
  • Energy Fuels made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3371 holding.
  • Root Financial Partners first reported a position in Energy Fuels in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Energy Fuels position peaked at $548 in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Energy Fuels as of Q3 2026.

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