Kapstone Financial Advisors’s Construction Partners ROAD Stock Holding History

Kapstone Financial Advisors’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 Q1	$200K	Buy	+1,800	New	+$216K	0.1%	141

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kapstone Financial Advisors's ROAD Position: Q1 2026 in Review

Kapstone Financial Advisors opened a new position in Construction Partners (ROAD) in Q1 2026: 1,800 shares worth $200K. The stake represents 0.1% of the portfolio and ranks #141 among its holdings.

343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

Kapstone Financial Advisors held 1,800 shares of Construction Partners worth $200K as of Q1 2026.
Construction Partners was a new Kapstone Financial Advisors position in Q1 2026.
Construction Partners made up 0.1% of Kapstone Financial Advisors's portfolio in Q1 2026, its #141 holding.
343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.