Root Financial Partners’s Ingles Markets IMKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$3.73K Buy
+44
New +$3.8K ﹤0.01% 2341
2026
Q2
– Sell
-34
Closed -$3.06K – 1748
2026
Q1
$3.06K Buy
+34
New +$2.76K ﹤0.01% 2149

Other funds holding IMKTA

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

Root Financial Partners opened a new position in Ingles Markets (IMKTA) in Q3 2026: 44 shares worth $3.73K. The stake represents ﹤0.01% of the portfolio and ranks #2341 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IMKTA as recently as Q1 2026.

Root Financial Partners first reported a position in IMKTA in Q1 2026 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold IMKTA as of Q3 2026.

  • Root Financial Partners held 44 shares of Ingles Markets worth $3.73K as of Q3 2026.
  • Ingles Markets was a new Root Financial Partners position in Q3 2026.
  • Ingles Markets made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2341 holding.
  • Root Financial Partners first reported a position in Ingles Markets in Q1 2026 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held Ingles Markets as of Q3 2026.

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