Bay Harbor Wealth Management
ROAD icon

Bay Harbor Wealth Management’s Construction Partners ROAD Stock Holding History

Bay Harbor Wealth Management’s Portfolio ROAD Stock Details ROAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$270 Buy
3
+2
+200% +$208 ﹤0.01% 1221
2026
Q2 		$119 Buy
+1
New +$119 ﹤0.01% 1221
2025
Q4 		– Sell
-1
Closed -$127 – 1343
2025
Q3 		$127 Hold
1
– – ﹤0.01% 1134
2025
Q2 		$106 Hold
1
– – ﹤0.01% 1097
2025
Q1 		$71 Buy
+1
New +$79 ﹤0.01% 949

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bay Harbor Wealth Management's ROAD Position: Q3 2026 in Review

Bay Harbor Wealth Management increased its Construction Partners (ROAD) stake by 200% in Q3 2026, buying an estimated $208 and bringing the position to 3 shares worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Bay Harbor Wealth Management first reported a position in ROAD in Q1 2025 and has held it in 5 quarters since. 232 funds tracked by Wall St. Rank hold ROAD as of Q3 2026.

  • Bay Harbor Wealth Management held 3 shares of Construction Partners worth $270 as of Q3 2026.
  • Bay Harbor Wealth Management bought 2 Construction Partners shares in Q3 2026, an estimated $208.
  • Construction Partners made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q3 2026, its #1221 holding.
  • Bay Harbor Wealth Management first reported a position in Construction Partners in Q1 2025 and has held it in 5 quarters since.
  • 232 funds tracked by Wall St. Rank held Construction Partners as of Q3 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.