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Root Financial Partners’s Blue Bird Corp BLBD Stock Holding History

Root Financial Partners’s Portfolio BLBD Stock Details BLBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.5K Buy
132
+119
+915% +$6.42K ﹤0.01% 1795
2025
Q4 		$611 Hold
13
– – ﹤0.01% 2185
2025
Q3 		$748 Buy
+13
New +$678 ﹤0.01% 2102

Other funds holding BLBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Root Financial Partners increased its Blue Bird Corp (BLBD) stake by 915% in Q1 2026, buying an estimated $6.42K and bringing the position to 132 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Root Financial Partners first reported a position in BLBD in Q3 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold BLBD as of Q1 2026.

  • Root Financial Partners held 132 shares of Blue Bird Corp worth $7.5K as of Q1 2026.
  • Root Financial Partners bought 119 Blue Bird Corp shares in Q1 2026, an estimated $6.42K.
  • Blue Bird Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1795 holding.
  • Root Financial Partners first reported a position in Blue Bird Corp in Q3 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Blue Bird Corp as of Q1 2026.

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