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 Q2	–	Sell	-132	Closed	-$7.5K	–	765
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Root Financial Partners sold out of Blue Bird Corp (BLBD) in Q2 2026, closing a stake of 132 shares — an estimated $7.5K sold.

Root Financial Partners first reported a position in BLBD in Q3 2025 and held it in 3 quarters. The position peaked at $7.5K in Q1 2026. 304 funds tracked by Wall St. Rank hold BLBD as of Q2 2026.

Root Financial Partners reported no remaining Blue Bird Corp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 132 Blue Bird Corp shares in Q2 2026, an estimated $7.5K.
Root Financial Partners first reported a position in Blue Bird Corp in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Blue Bird Corp position peaked at $7.5K in Q1 2026.
304 funds tracked by Wall St. Rank held Blue Bird Corp as of Q2 2026.

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