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Root Financial Partners’s Eagle Materials EXP Stock Holding History

Root Financial Partners’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-110
Closed -$20.8K – 1303
2026
Q1 		$20.8K Buy
110
+12
+12% +$2.55K ﹤0.01% 1310
2025
Q4 		$20.3K Sell
98
-7
-7% -$1.54K ﹤0.01% 1182
2025
Q3 		$24.5K Buy
+105
New +$23.8K ﹤0.01% 1015

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Root Financial Partners sold out of Eagle Materials (EXP) in Q2 2026, closing a stake of 110 shares — an estimated $20.8K sold.

Root Financial Partners first reported a position in EXP in Q3 2025 and held it in 3 quarters. The position peaked at $24.5K in Q3 2025. 535 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Root Financial Partners reported no remaining Eagle Materials position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 110 Eagle Materials shares in Q2 2026, an estimated $20.8K.
  • Root Financial Partners first reported a position in Eagle Materials in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Eagle Materials position peaked at $24.5K in Q3 2025.
  • 535 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

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