Root Financial Partners
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Root Financial Partners’s Viasat VSAT Stock Holding History

Root Financial Partners’s Portfolio VSAT Stock Details VSAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$38.1K Buy
+541
New +$40.6K ﹤0.01% 1221
2026
Q2 		– Sell
-331
Closed -$15.2K – 3122
2026
Q1 		$15.2K Buy
331
+111
+50% +$4.99K ﹤0.01% 1475
2025
Q4 		$7.58K Buy
220
+190
+633% +$6.71K ﹤0.01% 1622
2025
Q3 		$879 Buy
+30
New +$718 ﹤0.01% 2080

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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
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

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

Root Financial Partners opened a new position in Viasat (VSAT) in Q3 2026: 541 shares worth $38.1K. The stake represents ﹤0.01% of the portfolio and ranks #1221 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VSAT as recently as Q1 2026.

Root Financial Partners first reported a position in VSAT in Q3 2025 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold VSAT as of Q3 2026.

  • Root Financial Partners held 541 shares of Viasat worth $38.1K as of Q3 2026.
  • Viasat was a new Root Financial Partners position in Q3 2026.
  • Viasat made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1221 holding.
  • Root Financial Partners first reported a position in Viasat in Q3 2025 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held Viasat as of Q3 2026.

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