Root Financial Partners’s Marcus Corp MCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-19	Closed	-$326	–	2035
2026 Q1	$326	Buy	+19	New	+$304	﹤0.01%	3007

Other funds holding MCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Root Financial Partners sold out of Marcus Corp (MCS) in Q2 2026, closing a stake of 19 shares — an estimated $326 sold.

Root Financial Partners first reported a position in MCS in Q1 2026 and held it in 1 quarter. The position peaked at $326 in Q1 2026. 139 funds tracked by Wall St. Rank hold MCS as of Q2 2026.

Root Financial Partners reported no remaining Marcus Corp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 19 Marcus Corp shares in Q2 2026, an estimated $326.
Root Financial Partners first reported a position in Marcus Corp in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Marcus Corp position peaked at $326 in Q1 2026.
139 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2026.

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