Root Financial Partners’s Aebi Schmidt Holding AG AEBI Stock Holding History

Root Financial Partners’s Portfolio AEBI Stock Details AEBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19	Buy	+2	New	+$27	﹤0.01%	3440

Other funds holding AEBI

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

MVP

Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Root Financial Partners's AEBI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Aebi Schmidt Holding AG (AEBI) in Q1 2026: 2 shares worth $19. The stake represents ﹤0.01% of the portfolio and ranks #3440 among its holdings.

140 funds tracked by Wall St. Rank hold AEBI as of Q1 2026.

Root Financial Partners held 2 shares of Aebi Schmidt Holding AG worth $19 as of Q1 2026.
Aebi Schmidt Holding AG was a new Root Financial Partners position in Q1 2026.
Aebi Schmidt Holding AG made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3440 holding.
140 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.