Root Financial Partners
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Root Financial Partners’s Asbury Automotive ABG Stock Holding History

Root Financial Partners’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.7K Buy
+97
New +$20.3K ﹤0.01% 1654
2026
Q2 		– Sell
-54
Closed -$10.6K – 419
2026
Q1 		$10.6K Sell
54
-15
-22% -$3.33K ﹤0.01% 1665
2025
Q4 		$16K Buy
69
+7
+11% +$1.66K ﹤0.01% 1287
2025
Q3 		$15.2K Buy
+62
New +$15.1K ﹤0.01% 1258

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $306M AUM 11.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management Omaha, Nebraska $360M AUM 21.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Root Financial Partners's ABG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Asbury Automotive (ABG) in Q3 2026: 97 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #1654 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ABG as recently as Q1 2026.

Root Financial Partners first reported a position in ABG in Q3 2025 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold ABG as of Q3 2026.

  • Root Financial Partners held 97 shares of Asbury Automotive worth $16.7K as of Q3 2026.
  • Asbury Automotive was a new Root Financial Partners position in Q3 2026.
  • Asbury Automotive made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1654 holding.
  • Root Financial Partners first reported a position in Asbury Automotive in Q3 2025 and has held it in 4 quarters since.
  • 131 funds tracked by Wall St. Rank held Asbury Automotive as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.