Root Financial Partners
JBTM icon

Root Financial Partners’s JBT Marel JBTM Stock Holding History

Root Financial Partners’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.76K Buy
+64
New +$7.95K ﹤0.01% 2103
2026
Q2 		– Sell
-1
Closed -$128 – 3392
2026
Q1 		$128 Hold
1
– – ﹤0.01% 3238
2025
Q4 		$151 Hold
1
– – ﹤0.01% 2309
2025
Q3 		$140 Buy
+1
New +$137 ﹤0.01% 2224

Other funds holding JBTM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Lifeyrissjodur Verzlunarmanna
Lifeyrissjodur Verzlunarmanna Reykjavik $168M AUM 24.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

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

Root Financial Partners opened a new position in JBT Marel (JBTM) in Q3 2026: 64 shares worth $6.76K. The stake represents ﹤0.01% of the portfolio and ranks #2103 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JBTM as recently as Q1 2026.

Root Financial Partners first reported a position in JBTM in Q3 2025 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold JBTM as of Q3 2026.

  • Root Financial Partners held 64 shares of JBT Marel worth $6.76K as of Q3 2026.
  • JBT Marel was a new Root Financial Partners position in Q3 2026.
  • JBT Marel made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2103 holding.
  • Root Financial Partners first reported a position in JBT Marel in Q3 2025 and has held it in 4 quarters since.
  • 298 funds tracked by Wall St. Rank held JBT Marel as of Q3 2026.

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