Root Financial Partners’s Taylor Devices TAYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$305	Buy	+5	New	+$287	﹤0.01%	3402

Other funds holding TAYD

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

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

Root Financial Partners opened a new position in Taylor Devices (TAYD) in Q3 2026: 5 shares worth $305. The stake represents ﹤0.01% of the portfolio and ranks #3402 among its holdings.

7 funds tracked by Wall St. Rank hold TAYD as of Q3 2026.

Root Financial Partners held 5 shares of Taylor Devices worth $305 as of Q3 2026.
Taylor Devices was a new Root Financial Partners position in Q3 2026.
Taylor Devices made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3402 holding.
7 funds tracked by Wall St. Rank held Taylor Devices as of Q3 2026.

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