Root Financial Partners
ROAD icon

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
Q3 		$8.19K Buy
+91
New +$9.48K ﹤0.01% 2015
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 +$5.36K ﹤0.01% 1651

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

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

Root Financial Partners opened a new position in Construction Partners (ROAD) in Q3 2026: 91 shares worth $8.19K. The stake represents ﹤0.01% of the portfolio and ranks #2015 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ROAD as recently as Q1 2026.

Root Financial Partners first reported a position in ROAD in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.89K in Q1 2026. 280 funds tracked by Wall St. Rank hold ROAD as of Q3 2026.

  • Root Financial Partners held 91 shares of Construction Partners worth $8.19K as of Q3 2026.
  • Construction Partners was a new Root Financial Partners position in Q3 2026.
  • Construction Partners made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2015 holding.
  • Root Financial Partners first reported a position in Construction Partners in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Construction Partners position peaked at $8.89K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Construction Partners as of Q3 2026.

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