Root Financial Partners
AZZ icon

Root Financial Partners’s AZZ Inc AZZ Stock Holding History

Root Financial Partners’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.7K Buy
+87
New +$12.5K ﹤0.01% 1842
2026
Q2 		– Sell
-86
Closed -$10.8K – 672
2026
Q1 		$10.8K Buy
86
+48
+126% +$6.06K ﹤0.01% 1658
2025
Q4 		$4.07K Buy
38
+21
+124% +$2.18K ﹤0.01% 1823
2025
Q3 		$1.86K Buy
+17
New +$1.89K ﹤0.01% 1967

Other funds holding AZZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM

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

Root Financial Partners opened a new position in AZZ Inc (AZZ) in Q3 2026: 87 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #1842 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AZZ as recently as Q1 2026.

Root Financial Partners first reported a position in AZZ in Q3 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold AZZ as of Q3 2026.

  • Root Financial Partners held 87 shares of AZZ Inc worth $11.7K as of Q3 2026.
  • AZZ Inc was a new Root Financial Partners position in Q3 2026.
  • AZZ Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1842 holding.
  • Root Financial Partners first reported a position in AZZ Inc in Q3 2025 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2026.

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