Root Financial Partners’s Energy Services of America ESOA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$178	Buy	+16	New	+$217	﹤0.01%	3536

Other funds holding ESOA

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

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

Root Financial Partners opened a new position in Energy Services of America (ESOA) in Q3 2026: 16 shares worth $178. The stake represents ﹤0.01% of the portfolio and ranks #3536 among its holdings.

53 funds tracked by Wall St. Rank hold ESOA as of Q3 2026.

Root Financial Partners held 16 shares of Energy Services of America worth $178 as of Q3 2026.
Energy Services of America was a new Root Financial Partners position in Q3 2026.
Energy Services of America made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3536 holding.
53 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2026.

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