Root Financial Partners’s Espey Mfg & Electronics Corp ESP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$184	Buy	+3	New	+$186	﹤0.01%	3531

Other funds holding ESP

Sage Investment Advisers Wappingers Falls, New York $154M AUM 13.88% 1-Year Est. Return

BankChampaign National Association Champaign, Illinois $120M AUM 54.13% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Root Financial Partners opened a new position in Espey Mfg & Electronics Corp (ESP) in Q3 2026: 3 shares worth $184. The stake represents ﹤0.01% of the portfolio and ranks #3531 among its holdings.

10 funds tracked by Wall St. Rank hold ESP as of Q3 2026.

Root Financial Partners held 3 shares of Espey Mfg & Electronics Corp worth $184 as of Q3 2026.
Espey Mfg & Electronics Corp was a new Root Financial Partners position in Q3 2026.
Espey Mfg & Electronics Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3531 holding.
10 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q3 2026.

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