Root Financial Partners
XPO icon

Root Financial Partners’s XPO XPO Stock Holding History

Root Financial Partners’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$72.3K Buy
+411
New +$80.6K ﹤0.01% 900
2026
Q2 		– Sell
-362
Closed -$70.4K – 3233
2026
Q1 		$70.4K Buy
362
+63
+21% +$11.3K ﹤0.01% 718
2025
Q4 		$40.6K Buy
299
+49
+20% +$6.68K ﹤0.01% 805
2025
Q3 		$32.3K Buy
+250
New +$32.4K ﹤0.01% 854

Other funds holding XPO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.81B AUM 16.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

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

Root Financial Partners opened a new position in XPO (XPO) in Q3 2026: 411 shares worth $72.3K. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XPO as recently as Q1 2026.

Root Financial Partners first reported a position in XPO in Q3 2025 and has held it in 4 quarters since. 602 funds tracked by Wall St. Rank hold XPO as of Q3 2026.

  • Root Financial Partners held 411 shares of XPO worth $72.3K as of Q3 2026.
  • XPO was a new Root Financial Partners position in Q3 2026.
  • XPO made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #900 holding.
  • Root Financial Partners first reported a position in XPO in Q3 2025 and has held it in 4 quarters since.
  • 602 funds tracked by Wall St. Rank held XPO as of Q3 2026.

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