Root Financial Partners
TRMB icon

Root Financial Partners’s Trimble TRMB Stock Holding History

Root Financial Partners’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$27.6K Buy
+483
New +$27.4K ﹤0.01% 1381
2026
Q2 		– Sell
-1,101
Closed -$71.8K – 2962
2026
Q1 		$71.8K Buy
1,101
+645
+141% +$44.8K ﹤0.01% 711
2025
Q4 		$35.7K Buy
456
+93
+26% +$7.41K ﹤0.01% 860
2025
Q3 		$29.6K Buy
+363
New +$29.6K ﹤0.01% 903

Other funds holding TRMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

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

Root Financial Partners opened a new position in Trimble (TRMB) in Q3 2026: 483 shares worth $27.6K. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TRMB as recently as Q1 2026.

Root Financial Partners first reported a position in TRMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $71.8K in Q1 2026. 338 funds tracked by Wall St. Rank hold TRMB as of Q3 2026.

  • Root Financial Partners held 483 shares of Trimble worth $27.6K as of Q3 2026.
  • Trimble was a new Root Financial Partners position in Q3 2026.
  • Trimble made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1381 holding.
  • Root Financial Partners first reported a position in Trimble in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Trimble position peaked at $71.8K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Trimble as of Q3 2026.

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