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Root Financial Partners’s Weis Markets WMK Stock Holding History

Root Financial Partners’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-74
Closed -$5.06K – 3178
2026
Q1 		$5.06K Buy
74
+16
+28% +$1.09K ﹤0.01% 1956
2025
Q4 		$3.72K Sell
58
-32
-36% -$2.13K ﹤0.01% 1857
2025
Q3 		$6.47K Buy
+90
New +$6.57K ﹤0.01% 1620

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Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Root Financial Partners sold out of Weis Markets (WMK) in Q2 2026, closing a stake of 74 shares — an estimated $5.06K sold.

Root Financial Partners first reported a position in WMK in Q3 2025 and held it in 3 quarters. The position peaked at $6.47K in Q3 2025. 200 funds tracked by Wall St. Rank hold WMK as of Q2 2026.

  • Root Financial Partners reported no remaining Weis Markets position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 74 Weis Markets shares in Q2 2026, an estimated $5.06K.
  • Root Financial Partners first reported a position in Weis Markets in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Weis Markets position peaked at $6.47K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Weis Markets as of Q2 2026.

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