RFP
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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
Q2 		– Sell
-106
Closed -$594 – 3231
2026
Q1 		$594 Buy
+106
New +$614 ﹤0.01% 2805

Other funds holding XPER

TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

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

Root Financial Partners sold out of Xperi (XPER) in Q2 2026, closing a stake of 106 shares — an estimated $594 sold.

Root Financial Partners first reported a position in XPER in Q1 2026 and held it in 1 quarter. The position peaked at $594 in Q1 2026. 26 funds tracked by Wall St. Rank hold XPER as of Q2 2026.

  • Root Financial Partners reported no remaining Xperi position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 106 Xperi shares in Q2 2026, an estimated $594.
  • Root Financial Partners first reported a position in Xperi in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Xperi position peaked at $594 in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Xperi as of Q2 2026.

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