Root Financial Partners
AEBI icon

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
Q3 		$402 Buy
+38
New +$470 ﹤0.01% 3294
2026
Q2 		– Sell
-2
Closed -$19 – 3437
2026
Q1 		$19 Buy
+2
New +$27 ﹤0.01% 3440

Other funds holding AEBI

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

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

Root Financial Partners opened a new position in Aebi Schmidt Holding AG (AEBI) in Q3 2026: 38 shares worth $402. The stake represents ﹤0.01% of the portfolio and ranks #3294 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AEBI as recently as Q1 2026.

Root Financial Partners first reported a position in AEBI in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold AEBI as of Q3 2026.

  • Root Financial Partners held 38 shares of Aebi Schmidt Holding AG worth $402 as of Q3 2026.
  • Aebi Schmidt Holding AG was a new Root Financial Partners position in Q3 2026.
  • Aebi Schmidt Holding AG made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3294 holding.
  • Root Financial Partners first reported a position in Aebi Schmidt Holding AG in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q3 2026.

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