Root Financial Partners
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Root Financial Partners’s Mine Safety MSA Stock Holding History

Root Financial Partners’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$127K Buy
+712
New +$129K ﹤0.01% 618
2026
Q2 		– Sell
-157
Closed -$25.7K – 2114
2026
Q1 		$25.7K Buy
157
+82
+109% +$15K ﹤0.01% 1185
2025
Q4 		$12K Hold
75
– – ﹤0.01% 1423
2025
Q3 		$12.9K Buy
+75
New +$13K ﹤0.01% 1331

Other funds holding MSA

BlackRock
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Vanguard Portfolio Management
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

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

Root Financial Partners opened a new position in Mine Safety (MSA) in Q3 2026: 712 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MSA as recently as Q1 2026.

Root Financial Partners first reported a position in MSA in Q3 2025 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold MSA as of Q3 2026.

  • Root Financial Partners held 712 shares of Mine Safety worth $127K as of Q3 2026.
  • Mine Safety was a new Root Financial Partners position in Q3 2026.
  • Mine Safety made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #618 holding.
  • Root Financial Partners first reported a position in Mine Safety in Q3 2025 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held Mine Safety as of Q3 2026.

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