Root Financial Partners’s Beazer Homes USA BZH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$962	Buy	+50	New	+$1.16K	﹤0.01%	2629

Other funds holding BZH

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Root Financial Partners opened a new position in Beazer Homes USA (BZH) in Q1 2026: 50 shares worth $962. The stake represents ﹤0.01% of the portfolio and ranks #2629 among its holdings.

176 funds tracked by Wall St. Rank hold BZH as of Q1 2026.

Root Financial Partners held 50 shares of Beazer Homes USA worth $962 as of Q1 2026.
Beazer Homes USA was a new Root Financial Partners position in Q1 2026.
Beazer Homes USA made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2629 holding.
176 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2026.

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