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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Root Financial Partners's ABM Position: Q2 2026 in Review

Root Financial Partners sold out of ABM Industries (ABM) in Q2 2026, closing a stake of 307 shares — an estimated $11.8K sold.

Root Financial Partners first reported a position in ABM in Q3 2025 and held it in 3 quarters. The position peaked at $11.8K in Q1 2026. 307 funds tracked by Wall St. Rank hold ABM as of Q2 2026.

  • Root Financial Partners reported no remaining ABM Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 307 ABM Industries shares in Q2 2026, an estimated $11.8K.
  • Root Financial Partners first reported a position in ABM Industries in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ABM Industries position peaked at $11.8K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held ABM Industries as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.