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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
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% +$6.67K ﹤0.01% 805
2025
Q3 		$32.3K Buy
+250
New +$32.4K ﹤0.01% 854

Other funds holding XPO

JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Root Financial Partners sold out of XPO (XPO) in Q2 2026, closing a stake of 362 shares — an estimated $70.4K sold.

Root Financial Partners first reported a position in XPO in Q3 2025 and held it in 3 quarters. The position peaked at $70.4K in Q1 2026. 212 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Root Financial Partners reported no remaining XPO position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 362 XPO shares in Q2 2026, an estimated $70.4K.
  • Root Financial Partners first reported a position in XPO in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's XPO position peaked at $70.4K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held XPO as of Q2 2026.

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