Root Financial Partners »

Financial Institutions shares owned by Root Financial Partners

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

All positions including Financial Institutions held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Institutions by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $734 27 27.19

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Us Real Estate Etf Etf (DFAR)
Nvidia Corporation Stock (NVDA)
Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional Us High Profitability Etf Etf (DUHP)

View all positions for Root Financial Partners

Top funds holding Financial Institutions

PL Capital Advisors
BlackRock
Vanguard Group
Dimensional Fund Advisors
Adage Capital Partners GP
Wellington Management Company
State Street Corporation
Geode Capital Management
ProShare Advisors
Jpmorgan Chase & Co
Hotchkis and Wiley Capital Management
Verition Fund Management
Commonwealth Equity Services
Fourthstone
Renaissance Technologies

View all funds holding Financial Institutions