Root Financial Partners
ABM icon

Root Financial Partners’s ABM Industries ABM Stock Holding History

Root Financial Partners’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33.2K Buy
+690
New +$32.9K ﹤0.01% 1291
2026
Q2 		– Sell
-307
Closed -$11.8K – 421
2026
Q1 		$11.8K Buy
307
+93
+43% +$4.02K ﹤0.01% 1599
2025
Q4 		$9.05K Sell
214
-17
-7% -$747 ﹤0.01% 1540
2025
Q3 		$10.7K Buy
+231
New +$11K ﹤0.01% 1430

Other funds holding ABM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

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

Root Financial Partners opened a new position in ABM Industries (ABM) in Q3 2026: 690 shares worth $33.2K. The stake represents ﹤0.01% of the portfolio and ranks #1291 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ABM as recently as Q1 2026.

Root Financial Partners first reported a position in ABM in Q3 2025 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold ABM as of Q3 2026.

  • Root Financial Partners held 690 shares of ABM Industries worth $33.2K as of Q3 2026.
  • ABM Industries was a new Root Financial Partners position in Q3 2026.
  • ABM Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1291 holding.
  • Root Financial Partners first reported a position in ABM Industries in Q3 2025 and has held it in 4 quarters since.
  • 260 funds tracked by Wall St. Rank held ABM Industries as of Q3 2026.

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