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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
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

Other funds holding KMX

NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Root Financial Partners sold out of CarMax (KMX) in Q2 2026, closing a stake of 1,840 shares — an estimated $76.5K sold.

Root Financial Partners first reported a position in KMX in Q3 2025 and held it in 3 quarters. The position peaked at $76.5K in Q1 2026. 143 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

  • Root Financial Partners reported no remaining CarMax position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,840 CarMax shares in Q2 2026, an estimated $76.5K.
  • Root Financial Partners first reported a position in CarMax in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CarMax position peaked at $76.5K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

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