Root Financial Partners
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Root Financial Partners’s Ralliant Corp RAL Stock Holding History

Root Financial Partners’s Portfolio RAL Stock Details RAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12K Buy
+174
New +$11.7K ﹤0.01% 1821
2026
Q2 		– Sell
-43
Closed -$1.79K – 3434
2026
Q1 		$1.79K Sell
43
-3
-7% -$141 ﹤0.01% 2363
2025
Q4 		$2.34K Sell
46
-5
-10% -$234 ﹤0.01% 1963
2025
Q3 		$2.23K Buy
+51
New +$2.27K ﹤0.01% 1938

Other funds holding RAL

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ARS Investment Partners
ARS Investment Partners New York $2.23B AUM 74.02% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Root Financial Partners opened a new position in Ralliant Corp (RAL) in Q3 2026: 174 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1821 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RAL as recently as Q1 2026.

Root Financial Partners first reported a position in RAL in Q3 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold RAL as of Q3 2026.

  • Root Financial Partners held 174 shares of Ralliant Corp worth $12K as of Q3 2026.
  • Ralliant Corp was a new Root Financial Partners position in Q3 2026.
  • Ralliant Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1821 holding.
  • Root Financial Partners first reported a position in Ralliant Corp in Q3 2025 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held Ralliant Corp as of Q3 2026.

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