RFP
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Root Financial Partners’s Construction Partners ROAD Stock Holding History

Root Financial Partners’s Portfolio ROAD Stock Details ROAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-80
Closed -$8.89K – 2582
2026
Q1 		$8.89K Buy
80
+22
+38% +$2.64K ﹤0.01% 1729
2025
Q4 		$6.3K Buy
58
+11
+23% +$1.24K ﹤0.01% 1690
2025
Q3 		$5.97K Buy
+47
New +$5.37K ﹤0.01% 1651

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Root Financial Partners sold out of Construction Partners (ROAD) in Q2 2026, closing a stake of 80 shares — an estimated $8.89K sold.

Root Financial Partners first reported a position in ROAD in Q3 2025 and held it in 3 quarters. The position peaked at $8.89K in Q1 2026. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Root Financial Partners reported no remaining Construction Partners position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 80 Construction Partners shares in Q2 2026, an estimated $8.89K.
  • Root Financial Partners first reported a position in Construction Partners in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Construction Partners position peaked at $8.89K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

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