Root Financial Partners
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Root Financial Partners’s Mistras Group MG Stock Holding History

Root Financial Partners’s Portfolio MG Stock Details MG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$505 Buy
+24
New +$431 ﹤0.01% 3224
2026
Q2 		– Sell
-14
Closed -$207 – 2056
2026
Q1 		$207 Buy
+14
New +$202 ﹤0.01% 3144

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Essex Investment Management
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Knights of Columbus Asset Advisors
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Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

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

Root Financial Partners opened a new position in Mistras Group (MG) in Q3 2026: 24 shares worth $505. The stake represents ﹤0.01% of the portfolio and ranks #3224 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MG as recently as Q1 2026.

Root Financial Partners first reported a position in MG in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold MG as of Q3 2026.

  • Root Financial Partners held 24 shares of Mistras Group worth $505 as of Q3 2026.
  • Mistras Group was a new Root Financial Partners position in Q3 2026.
  • Mistras Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3224 holding.
  • Root Financial Partners first reported a position in Mistras Group in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Mistras Group as of Q3 2026.

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