Root Financial Partners’s Friedman Industries FRD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$879	Buy	+23	New	+$907	﹤0.01%	3004

Other funds holding FRD

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in Friedman Industries (FRD) in Q3 2026: 23 shares worth $879. The stake represents ﹤0.01% of the portfolio and ranks #3004 among its holdings.

8 funds tracked by Wall St. Rank hold FRD as of Q3 2026.

Root Financial Partners held 23 shares of Friedman Industries worth $879 as of Q3 2026.
Friedman Industries was a new Root Financial Partners position in Q3 2026.
Friedman Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3004 holding.
8 funds tracked by Wall St. Rank held Friedman Industries as of Q3 2026.

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