Root Financial Partners’s Ero Copper ERO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-15	Closed	-$400	–	1268
2026 Q1	$400	Buy	+15	New	+$451	﹤0.01%	2946

Other funds holding ERO

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

CAAM

Cape Ann Asset Management London, United Kingdom $434M AUM 68.57% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Root Financial Partners sold out of Ero Copper (ERO) in Q2 2026, closing a stake of 15 shares — an estimated $400 sold.

Root Financial Partners first reported a position in ERO in Q1 2026 and held it in 1 quarter. The position peaked at $400 in Q1 2026. 208 funds tracked by Wall St. Rank hold ERO as of Q2 2026.

Root Financial Partners reported no remaining Ero Copper position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 15 Ero Copper shares in Q2 2026, an estimated $400.
Root Financial Partners first reported a position in Ero Copper in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Ero Copper position peaked at $400 in Q1 2026.
208 funds tracked by Wall St. Rank held Ero Copper as of Q2 2026.

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