Root Financial Partners
PM icon

Root Financial Partners’s Philip Morris PM Stock Holding History

Root Financial Partners’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$905K Buy
4,741
+1,236
+35% +$234K 0.03% 152
2026
Q2 		$634K Sell
3,505
-173
-5% -$30K 0.02% 162
2026
Q1 		$608K Buy
3,678
+512
+16% +$89K 0.03% 146
2025
Q4 		$508K Buy
3,166
+16
+0.5% +$2.48K 0.03% 157
2025
Q3 		$511K Buy
3,150
+1,784
+131% +$300K 0.03% 142
2025
Q2 		$249K Buy
+1,366
New +$235K 0.02% 209

Other funds holding PM

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

Root Financial Partners increased its Philip Morris (PM) stake by 35% in Q3 2026, buying an estimated $234K and bringing the position to 4,741 shares worth $905K. The position accounts for 0.03% of the portfolio, ranked #152.

Root Financial Partners first reported a position in PM in Q2 2025 and has held it in 6 quarters since. 1,295 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Root Financial Partners held 4,741 shares of Philip Morris worth $905K as of Q3 2026.
  • Root Financial Partners bought 1,236 Philip Morris shares in Q3 2026, an estimated $234K.
  • Philip Morris made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #152 holding.
  • Root Financial Partners first reported a position in Philip Morris in Q2 2025 and has held it in 6 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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