Root Financial Partners
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Root Financial Partners’s Gorman-Rupp GRC Stock Holding History

Root Financial Partners’s Portfolio GRC Stock Details GRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.53K Buy
+34
New +$2.66K ﹤0.01% 2528
2026
Q2 		– Sell
-31
Closed -$1.93K – 1554
2026
Q1 		$1.93K Buy
+31
New +$1.83K ﹤0.01% 2336

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Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

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

Root Financial Partners opened a new position in Gorman-Rupp (GRC) in Q3 2026: 34 shares worth $2.53K. The stake represents ﹤0.01% of the portfolio and ranks #2528 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GRC as recently as Q1 2026.

Root Financial Partners first reported a position in GRC in Q1 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold GRC as of Q3 2026.

  • Root Financial Partners held 34 shares of Gorman-Rupp worth $2.53K as of Q3 2026.
  • Gorman-Rupp was a new Root Financial Partners position in Q3 2026.
  • Gorman-Rupp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2528 holding.
  • Root Financial Partners first reported a position in Gorman-Rupp in Q1 2026 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Gorman-Rupp as of Q3 2026.

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