GFPC
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Global Financial Private Client’s Construction Partners ROAD Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-6
Closed -$431 – 1300
2025
Q1 		$431 Buy
6
+4
+200% +$315 ﹤0.01% 1337
2024
Q4 		$177 Buy
+2
New +$174 ﹤0.01% 1313

Other funds holding ROAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Global Financial Private Client's ROAD Position: Q2 2025 in Review

Global Financial Private Client sold out of Construction Partners (ROAD) in Q2 2025, closing a stake of 6 shares — an estimated $431 sold.

Global Financial Private Client first reported a position in ROAD in Q4 2024 and held it in 2 quarters. The position peaked at $431 in Q1 2025. 329 funds tracked by Wall St. Rank hold ROAD as of Q2 2025.

  • Global Financial Private Client reported no remaining Construction Partners position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 Construction Partners shares in Q2 2025, an estimated $431.
  • Global Financial Private Client first reported a position in Construction Partners in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Construction Partners position peaked at $431 in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Construction Partners as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.