Root Financial Partners
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Root Financial Partners’s CarMax KMX Stock Holding History

Root Financial Partners’s Portfolio KMX Stock Details KMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$130K Buy
+2,353
New +$137K ﹤0.01% 609
2026
Q2 		– Sell
-1,840
Closed -$76.5K – 1893
2026
Q1 		$76.5K Buy
1,840
+1,784
+3,186% +$78.1K ﹤0.01% 683
2025
Q4 		$2.16K Sell
56
-225
-80% -$9K ﹤0.01% 1976
2025
Q3 		$12.6K Buy
+281
New +$16.8K ﹤0.01% 1346

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Vanguard Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Root Financial Partners opened a new position in CarMax (KMX) in Q3 2026: 2,353 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KMX as recently as Q1 2026.

Root Financial Partners first reported a position in KMX in Q3 2025 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold KMX as of Q3 2026.

  • Root Financial Partners held 2,353 shares of CarMax worth $130K as of Q3 2026.
  • CarMax was a new Root Financial Partners position in Q3 2026.
  • CarMax made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #609 holding.
  • Root Financial Partners first reported a position in CarMax in Q3 2025 and has held it in 4 quarters since.
  • 457 funds tracked by Wall St. Rank held CarMax as of Q3 2026.

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