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 Q2	–	Sell	-14	Closed	-$207	–	2056
2026 Q1	$207	Buy	+14	New	+$202	﹤0.01%	3144

Other funds holding MG

MRCM

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Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

WCM

Weber Capital Management San Francisco, California $118M AUM

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

IES Holdings Houston, Texas $311M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

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

Root Financial Partners sold out of Mistras Group (MG) in Q2 2026, closing a stake of 14 shares — an estimated $207 sold.

Root Financial Partners first reported a position in MG in Q1 2026 and held it in 1 quarter. The position peaked at $207 in Q1 2026. 137 funds tracked by Wall St. Rank hold MG as of Q2 2026.

Root Financial Partners reported no remaining Mistras Group position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 14 Mistras Group shares in Q2 2026, an estimated $207.
Root Financial Partners first reported a position in Mistras Group in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Mistras Group position peaked at $207 in Q1 2026.
137 funds tracked by Wall St. Rank held Mistras Group as of Q2 2026.

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