Root Financial Partners
EXP icon

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
Q3 		$46.5K Buy
+272
New +$54.4K ﹤0.01% 1126
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 $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Black Creek Investment Management
Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Root Financial Partners opened a new position in Eagle Materials (EXP) in Q3 2026: 272 shares worth $46.5K. The stake represents ﹤0.01% of the portfolio and ranks #1126 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EXP as recently as Q1 2026.

Root Financial Partners first reported a position in EXP in Q3 2025 and has held it in 4 quarters since. 402 funds tracked by Wall St. Rank hold EXP as of Q3 2026.

  • Root Financial Partners held 272 shares of Eagle Materials worth $46.5K as of Q3 2026.
  • Eagle Materials was a new Root Financial Partners position in Q3 2026.
  • Eagle Materials made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1126 holding.
  • Root Financial Partners first reported a position in Eagle Materials in Q3 2025 and has held it in 4 quarters since.
  • 402 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2026.

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