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Root Financial Partners’s Hudbay HBM Stock Holding History

Root Financial Partners’s Portfolio HBM Stock Details HBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-104
Closed -$2.17K – 1592
2026
Q1 		$2.17K Buy
104
+31
+42% +$725 ﹤0.01% 2282
2025
Q4 		$1.45K Hold
73
– – ﹤0.01% 2042
2025
Q3 		$1.11K Buy
+73
New +$836 ﹤0.01% 2040

Other funds holding HBM

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Root Financial Partners's HBM Position: Q2 2026 in Review

Root Financial Partners sold out of Hudbay (HBM) in Q2 2026, closing a stake of 104 shares — an estimated $2.17K sold.

Root Financial Partners first reported a position in HBM in Q3 2025 and held it in 3 quarters. The position peaked at $2.17K in Q1 2026. 320 funds tracked by Wall St. Rank hold HBM as of Q2 2026.

  • Root Financial Partners reported no remaining Hudbay position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 104 Hudbay shares in Q2 2026, an estimated $2.17K.
  • Root Financial Partners first reported a position in Hudbay in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Hudbay position peaked at $2.17K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Hudbay as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.