RFP
KE

Root Financial Partners’s Kimball Electronics KE Stock Holding History

Root Financial Partners’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-836
Closed -$19.8K – 1875
2026
Q1 		$19.8K Buy
836
+35
+4% +$925 ﹤0.01% 1328
2025
Q4 		$22.3K Hold
801
– – ﹤0.01% 1132
2025
Q3 		$23.9K Buy
+801
New +$19.8K ﹤0.01% 1030

Other funds holding KE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Root Financial Partners sold out of Kimball Electronics (KE) in Q2 2026, closing a stake of 836 shares — an estimated $19.8K sold.

Root Financial Partners first reported a position in KE in Q3 2025 and held it in 3 quarters. The position peaked at $23.9K in Q3 2025. 174 funds tracked by Wall St. Rank hold KE as of Q2 2026.

  • Root Financial Partners reported no remaining Kimball Electronics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 836 Kimball Electronics shares in Q2 2026, an estimated $19.8K.
  • Root Financial Partners first reported a position in Kimball Electronics in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Kimball Electronics position peaked at $23.9K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2026.

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