Root Financial Partners
MEOH icon

Root Financial Partners’s Methanex MEOH Stock Holding History

Root Financial Partners’s Portfolio MEOH Stock Details MEOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$248K Sell
4,226
-208
-5% -$11.7K 0.01% 366
2026
Q2 		$205K Sell
4,434
-203
-4% -$12K 0.01% 394
2026
Q1 		$276K Sell
4,637
-1,263
-21% -$63.6K 0.01% 264
2025
Q4 		$234K Buy
+5,900
New +$219K 0.01% 266

Other funds holding MEOH

M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Root Financial Partners reduced its Methanex (MEOH) stake by 4.7% in Q3 2026, selling an estimated $11.7K and leaving 4,226 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #366.

Root Financial Partners first reported a position in MEOH in Q4 2025 and has held it in 4 quarters since. The position peaked at $276K in Q1 2026. 92 funds tracked by Wall St. Rank hold MEOH as of Q3 2026.

  • Root Financial Partners held 4,226 shares of Methanex worth $248K as of Q3 2026.
  • Root Financial Partners sold 208 Methanex shares in Q3 2026, an estimated $11.7K.
  • Methanex made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #366 holding.
  • Root Financial Partners first reported a position in Methanex in Q4 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Methanex position peaked at $276K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Methanex as of Q3 2026.

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