Root Financial Partners
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Root Financial Partners’s H.B. Fuller FUL Stock Holding History

Root Financial Partners’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.96K Buy
+161
New +$8.96K ﹤0.01% 2025
2026
Q2 		– Sell
-256
Closed -$15.8K – 1460
2026
Q1 		$15.8K Buy
256
+61
+31% +$3.74K ﹤0.01% 1454
2025
Q4 		$11.6K Buy
195
+87
+81% +$5.11K ﹤0.01% 1436
2025
Q3 		$6.4K Buy
+108
New +$6.49K ﹤0.01% 1626

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in H.B. Fuller (FUL) in Q3 2026: 161 shares worth $7.96K. The stake represents ﹤0.01% of the portfolio and ranks #2025 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FUL as recently as Q1 2026.

Root Financial Partners first reported a position in FUL in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.8K in Q1 2026. 260 funds tracked by Wall St. Rank hold FUL as of Q3 2026.

  • Root Financial Partners held 161 shares of H.B. Fuller worth $7.96K as of Q3 2026.
  • H.B. Fuller was a new Root Financial Partners position in Q3 2026.
  • H.B. Fuller made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2025 holding.
  • Root Financial Partners first reported a position in H.B. Fuller in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's H.B. Fuller position peaked at $15.8K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held H.B. Fuller as of Q3 2026.

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