Root Financial Partners
KOP icon

Root Financial Partners’s Koppers KOP Stock Holding History

Root Financial Partners’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.06K Buy
+67
New +$3.18K ﹤0.01% 2437
2026
Q2 		– Sell
-50
Closed -$1.93K – 1902
2026
Q1 		$1.93K Buy
+50
New +$1.67K ﹤0.01% 2335

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Pzena Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

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

Root Financial Partners opened a new position in Koppers (KOP) in Q3 2026: 67 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #2437 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KOP as recently as Q1 2026.

Root Financial Partners first reported a position in KOP in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold KOP as of Q3 2026.

  • Root Financial Partners held 67 shares of Koppers worth $3.06K as of Q3 2026.
  • Koppers was a new Root Financial Partners position in Q3 2026.
  • Koppers made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2437 holding.
  • Root Financial Partners first reported a position in Koppers in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held Koppers as of Q3 2026.

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