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Root Financial Partners’s Park-Ohio Holdings PKOH Stock Holding History

Root Financial Partners’s Portfolio PKOH Stock Details PKOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4
Closed -$96 – 2417
2026
Q1 		$96 Buy
+4
New +$98 ﹤0.01% 3290

Other funds holding PKOH

GI
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PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Root Financial Partners sold out of Park-Ohio Holdings (PKOH) in Q2 2026, closing a stake of 4 shares — an estimated $96 sold.

Root Financial Partners first reported a position in PKOH in Q1 2026 and held it in 1 quarter. The position peaked at $96 in Q1 2026. 102 funds tracked by Wall St. Rank hold PKOH as of Q2 2026.

  • Root Financial Partners reported no remaining Park-Ohio Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 Park-Ohio Holdings shares in Q2 2026, an estimated $96.
  • Root Financial Partners first reported a position in Park-Ohio Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Park-Ohio Holdings position peaked at $96 in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q2 2026.

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