Root Financial Partners
WAB icon

Root Financial Partners’s Wabtec WAB Stock Holding History

Root Financial Partners’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$98.2K Buy
+342
New +$97.2K ﹤0.01% 741
2026
Q2 		– Sell
-274
Closed -$68.5K – 3142
2026
Q1 		$68.5K Sell
274
-47
-15% -$11.4K ﹤0.01% 725
2025
Q4 		$68.5K Buy
321
+103
+47% +$21.2K ﹤0.01% 603
2025
Q3 		$43.7K Buy
+218
New +$43K ﹤0.01% 719

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Santori & Peters Inc
Santori & Peters Inc Canonsburg, Pennsylvania $372M AUM 30.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Root Financial Partners opened a new position in Wabtec (WAB) in Q3 2026: 342 shares worth $98.2K. The stake represents ﹤0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WAB as recently as Q1 2026.

Root Financial Partners first reported a position in WAB in Q3 2025 and has held it in 4 quarters since. 639 funds tracked by Wall St. Rank hold WAB as of Q3 2026.

  • Root Financial Partners held 342 shares of Wabtec worth $98.2K as of Q3 2026.
  • Wabtec was a new Root Financial Partners position in Q3 2026.
  • Wabtec made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #741 holding.
  • Root Financial Partners first reported a position in Wabtec in Q3 2025 and has held it in 4 quarters since.
  • 639 funds tracked by Wall St. Rank held Wabtec as of Q3 2026.

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