Root Financial Partners’s Smith-Midland SMID Stock Holding History

Root Financial Partners’s Portfolio SMID Stock Details SMID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$68	Buy	+3	New	+$82	﹤0.01%	3695

Other funds holding SMID

Advanced Asset Management Advisors Dublin, Ohio $387M AUM 26.23% 1-Year Est. Return

Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in Smith-Midland (SMID) in Q3 2026: 3 shares worth $68. The stake represents ﹤0.01% of the portfolio and ranks #3695 among its holdings.

8 funds tracked by Wall St. Rank hold SMID as of Q3 2026.

Root Financial Partners held 3 shares of Smith-Midland worth $68 as of Q3 2026.
Smith-Midland was a new Root Financial Partners position in Q3 2026.
Smith-Midland made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3695 holding.
8 funds tracked by Wall St. Rank held Smith-Midland as of Q3 2026.

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