Root Financial Partners
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Root Financial Partners’s United States Lime & Minerals USLM Stock Holding History

Root Financial Partners’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.1K Buy
+125
New +$14.1K ﹤0.01% 1739
2026
Q2 		– Sell
-75
Closed -$9.8K – 3044
2026
Q1 		$9.8K Buy
75
+20
+36% +$2.4K ﹤0.01% 1697
2025
Q4 		$6.59K Buy
55
+9
+20% +$1.12K ﹤0.01% 1670
2025
Q3 		$6.05K Buy
+46
New +$5.31K ﹤0.01% 1647

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Renaissance Technologies
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Vanguard Capital Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in United States Lime & Minerals (USLM) in Q3 2026: 125 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #1739 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in USLM as recently as Q1 2026.

Root Financial Partners first reported a position in USLM in Q3 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

  • Root Financial Partners held 125 shares of United States Lime & Minerals worth $14.1K as of Q3 2026.
  • United States Lime & Minerals was a new Root Financial Partners position in Q3 2026.
  • United States Lime & Minerals made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1739 holding.
  • Root Financial Partners first reported a position in United States Lime & Minerals in Q3 2025 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

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