Root Financial Partners
RS icon

Root Financial Partners’s Reliance Steel & Aluminium RS Stock Holding History

Root Financial Partners’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$88.5K Buy
+230
New +$91.1K ﹤0.01% 794
2026
Q2 		– Sell
-185
Closed -$56.2K – 2601
2026
Q1 		$56.2K Buy
185
+40
+28% +$12.7K ﹤0.01% 827
2025
Q4 		$41.9K Buy
145
+11
+8% +$3.09K ﹤0.01% 790
2025
Q3 		$37.6K Buy
+134
New +$40.2K ﹤0.01% 787

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State Street
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Vanguard Capital Management
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Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Root Financial Partners opened a new position in Reliance Steel & Aluminium (RS) in Q3 2026: 230 shares worth $88.5K. The stake represents ﹤0.01% of the portfolio and ranks #794 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RS as recently as Q1 2026.

Root Financial Partners first reported a position in RS in Q3 2025 and has held it in 4 quarters since. 575 funds tracked by Wall St. Rank hold RS as of Q3 2026.

  • Root Financial Partners held 230 shares of Reliance Steel & Aluminium worth $88.5K as of Q3 2026.
  • Reliance Steel & Aluminium was a new Root Financial Partners position in Q3 2026.
  • Reliance Steel & Aluminium made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #794 holding.
  • Root Financial Partners first reported a position in Reliance Steel & Aluminium in Q3 2025 and has held it in 4 quarters since.
  • 575 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2026.

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