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Root Financial Partners’s Macy's M Stock Holding History

Root Financial Partners’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.4K Buy
1,241
+53
+4% +$1.07K ﹤0.01% 1251
2025
Q4 		$26.2K Buy
1,188
+187
+19% +$3.83K ﹤0.01% 1035
2025
Q3 		$17.9K Buy
+1,001
New +$14.2K ﹤0.01% 1167

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's M Position: Q1 2026 in Review

Root Financial Partners increased its Macy's (M) stake by 4.5% in Q1 2026, buying an estimated $1.07K and bringing the position to 1,241 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Root Financial Partners first reported a position in M in Q3 2025 and has held it in 3 quarters since. The position peaked at $26.2K in Q4 2025. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Root Financial Partners held 1,241 shares of Macy's worth $22.4K as of Q1 2026.
  • Root Financial Partners bought 53 Macy's shares in Q1 2026, an estimated $1.07K.
  • Macy's made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1251 holding.
  • Root Financial Partners first reported a position in Macy's in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Macy's position peaked at $26.2K in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.