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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
Q2 		$214K Hold
1,800
– – 0.09% 157
2026
Q1 		$200K Buy
+1,800
New +$216K 0.1% 141

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kapstone Financial Advisors's ROAD Position: Q2 2026 in Review

Kapstone Financial Advisors held its Construction Partners (ROAD) position steady in Q2 2026 at 1,800 shares worth $214K. The position accounts for 0.09% of the portfolio, ranked #157.

Kapstone Financial Advisors first reported a position in ROAD in Q1 2026 and has held it in 2 quarters since. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Kapstone Financial Advisors held 1,800 shares of Construction Partners worth $214K as of Q2 2026.
  • Kapstone Financial Advisors left its Construction Partners share count unchanged in Q2 2026.
  • Construction Partners made up 0.09% of Kapstone Financial Advisors's portfolio in Q2 2026, its #157 holding.
  • Kapstone Financial Advisors first reported a position in Construction Partners in Q1 2026 and has held it in 2 quarters since.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.