Root Financial Partners
XPER icon

Root Financial Partners’s Xperi XPER Stock Holding History

Root Financial Partners’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$722 Buy
+131
New +$876 ﹤0.01% 3089
2026
Q2 		– Sell
-106
Closed -$594 – 3231
2026
Q1 		$594 Buy
+106
New +$614 ﹤0.01% 2805

Other funds holding XPER

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Waterfront Wealth
Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Root Financial Partners opened a new position in Xperi (XPER) in Q3 2026: 131 shares worth $722. The stake represents ﹤0.01% of the portfolio and ranks #3089 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XPER as recently as Q1 2026.

Root Financial Partners first reported a position in XPER in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold XPER as of Q3 2026.

  • Root Financial Partners held 131 shares of Xperi worth $722 as of Q3 2026.
  • Xperi was a new Root Financial Partners position in Q3 2026.
  • Xperi made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3089 holding.
  • Root Financial Partners first reported a position in Xperi in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Xperi as of Q3 2026.

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