Root Financial Partners
M icon

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
Q3 		$35.6K Buy
+1,565
New +$36.4K ﹤0.01% 1250
2026
Q2 		– Sell
-1,241
Closed -$22.4K – 2007
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 $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in Macy's (M) in Q3 2026: 1,565 shares worth $35.6K. The stake represents ﹤0.01% of the portfolio and ranks #1250 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in M as recently as Q1 2026.

Root Financial Partners first reported a position in M in Q3 2025 and has held it in 4 quarters since. 398 funds tracked by Wall St. Rank hold M as of Q3 2026.

  • Root Financial Partners held 1,565 shares of Macy's worth $35.6K as of Q3 2026.
  • Macy's was a new Root Financial Partners position in Q3 2026.
  • Macy's made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1250 holding.
  • Root Financial Partners first reported a position in Macy's in Q3 2025 and has held it in 4 quarters since.
  • 398 funds tracked by Wall St. Rank held Macy's as of Q3 2026.

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