Root Financial Partners
MTRN icon

Root Financial Partners’s Materion MTRN Stock Holding History

Root Financial Partners’s Portfolio MTRN Stock Details MTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$37.7K Buy
+140
New +$35.1K ﹤0.01% 1227
2026
Q2 		– Sell
-114
Closed -$16.5K – 2128
2026
Q1 		$16.5K Buy
114
+16
+16% +$2.33K ﹤0.01% 1432
2025
Q4 		$12.2K Buy
98
+8
+9% +$986 ﹤0.01% 1418
2025
Q3 		$10.9K Buy
+90
New +$9.45K ﹤0.01% 1424

Other funds holding MTRN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Root Financial Partners opened a new position in Materion (MTRN) in Q3 2026: 140 shares worth $37.7K. The stake represents ﹤0.01% of the portfolio and ranks #1227 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MTRN as recently as Q1 2026.

Root Financial Partners first reported a position in MTRN in Q3 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold MTRN as of Q3 2026.

  • Root Financial Partners held 140 shares of Materion worth $37.7K as of Q3 2026.
  • Materion was a new Root Financial Partners position in Q3 2026.
  • Materion made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1227 holding.
  • Root Financial Partners first reported a position in Materion in Q3 2025 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Materion as of Q3 2026.

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