Root Financial Partners’s Limoneira LMNR Stock Holding History

Root Financial Partners’s Portfolio LMNR Stock Details LMNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12	Buy	+1	New	+$13	﹤0.01%	3801

Other funds holding LMNR

Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $360M AUM 25.48% 1-Year Est. Return

Western Standard LLC Los Angeles, California $424M AUM 17.4% 1-Year Est. Return

Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

White Pine Capital Bloomington, Minnesota $419M AUM 48.71% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return

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

Root Financial Partners opened a new position in Limoneira (LMNR) in Q3 2026: 1 share worth $12. The stake represents ﹤0.01% of the portfolio and ranks #3801 among its holdings.

56 funds tracked by Wall St. Rank hold LMNR as of Q3 2026.

Root Financial Partners held 1 share of Limoneira worth $12 as of Q3 2026.
Limoneira was a new Root Financial Partners position in Q3 2026.
Limoneira made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3801 holding.
56 funds tracked by Wall St. Rank held Limoneira as of Q3 2026.

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