Root Financial Partners
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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
Q3 		$3.07K Buy
+115
New +$2.93K ﹤0.01% 2431
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 $144B AUM 22.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Root Financial Partners opened a new position in Hudbay (HBM) in Q3 2026: 115 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #2431 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HBM as recently as Q1 2026.

Root Financial Partners first reported a position in HBM in Q3 2025 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold HBM as of Q3 2026.

  • Root Financial Partners held 115 shares of Hudbay worth $3.07K as of Q3 2026.
  • Hudbay was a new Root Financial Partners position in Q3 2026.
  • Hudbay made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2431 holding.
  • Root Financial Partners first reported a position in Hudbay in Q3 2025 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held Hudbay as of Q3 2026.

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