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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

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

Root Financial Partners sold out of Mine Safety (MSA) in Q2 2026, closing a stake of 157 shares — an estimated $25.7K sold.

Root Financial Partners first reported a position in MSA in Q3 2025 and held it in 3 quarters. The position peaked at $25.7K in Q1 2026. 457 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • Root Financial Partners reported no remaining Mine Safety position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 157 Mine Safety shares in Q2 2026, an estimated $25.7K.
  • Root Financial Partners first reported a position in Mine Safety in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Mine Safety position peaked at $25.7K in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

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