Root Financial Partners
FMC icon

Root Financial Partners’s FMC FMC Stock Holding History

Root Financial Partners’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.15K Buy
+465
New +$5.08K ﹤0.01% 2292
2026
Q2 		– Sell
-1,834
Closed -$31.6K – 1402
2026
Q1 		$31.6K Buy
1,834
+1,785
+3,643% +$26.7K ﹤0.01% 1089
2025
Q4 		$680 Sell
49
-73
-60% -$1.39K ﹤0.01% 2170
2025
Q3 		$4.1K Buy
+122
New +$4.76K ﹤0.01% 1795

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American Century Companies
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Root Financial Partners opened a new position in FMC (FMC) in Q3 2026: 465 shares worth $4.15K. The stake represents ﹤0.01% of the portfolio and ranks #2292 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FMC as recently as Q1 2026.

Root Financial Partners first reported a position in FMC in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.6K in Q1 2026. 303 funds tracked by Wall St. Rank hold FMC as of Q3 2026.

  • Root Financial Partners held 465 shares of FMC worth $4.15K as of Q3 2026.
  • FMC was a new Root Financial Partners position in Q3 2026.
  • FMC made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2292 holding.
  • Root Financial Partners first reported a position in FMC in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's FMC position peaked at $31.6K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held FMC as of Q3 2026.

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