Root Financial Partners
TWIN icon

Root Financial Partners’s Twin Disc TWIN Stock Holding History

Root Financial Partners’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$367 Buy
+14
New +$332 ﹤0.01% 3343

Other funds holding TWIN

GAMCO Investors
GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Pacific Ridge Capital Partners
Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

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

Root Financial Partners opened a new position in Twin Disc (TWIN) in Q3 2026: 14 shares worth $367. The stake represents ﹤0.01% of the portfolio and ranks #3343 among its holdings.

80 funds tracked by Wall St. Rank hold TWIN as of Q3 2026.

  • Root Financial Partners held 14 shares of Twin Disc worth $367 as of Q3 2026.
  • Twin Disc was a new Root Financial Partners position in Q3 2026.
  • Twin Disc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3343 holding.
  • 80 funds tracked by Wall St. Rank held Twin Disc as of Q3 2026.

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