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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
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

Other funds holding WAB

SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Root Financial Partners's WAB Position: Q2 2026 in Review

Root Financial Partners sold out of Wabtec (WAB) in Q2 2026, closing a stake of 274 shares — an estimated $68.5K sold.

Root Financial Partners first reported a position in WAB in Q3 2025 and held it in 3 quarters. The position peaked at $68.5K in Q4 2025. 401 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • Root Financial Partners reported no remaining Wabtec position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 274 Wabtec shares in Q2 2026, an estimated $68.5K.
  • Root Financial Partners first reported a position in Wabtec in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Wabtec position peaked at $68.5K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.