Rossby Financial
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Rossby Financial’s Iron Mountain IRM Stock Holding History

Rossby Financial’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.9K Sell
179
-113
-39% -$13.5K ﹤0.01% 1253
2026
Q2 		$36.9K Sell
292
-2
-0.7% -$245 0.01% 789
2026
Q1 		$29.7K Buy
294
+64
+28% +$6.37K 0.01% 889
2025
Q4 		$19.1K Buy
230
+95
+70% +$8.89K 0.01% 737
2025
Q3 		$13.8K Buy
135
+45
+50% +$4.34K ﹤0.01% 796
2025
Q2 		$9.23K Buy
+90
New +$8.48K ﹤0.01% 804

Other funds holding IRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Rossby Financial's IRM Position: Q3 2026 in Review

Rossby Financial reduced its Iron Mountain (IRM) stake by 39% in Q3 2026, selling an estimated $13.5K and leaving 179 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Rossby Financial first reported a position in IRM in Q2 2025 and has held it in 6 quarters since. The position peaked at $36.9K in Q2 2026. 666 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Rossby Financial held 179 shares of Iron Mountain worth $19.9K as of Q3 2026.
  • Rossby Financial sold 113 Iron Mountain shares in Q3 2026, an estimated $13.5K.
  • Iron Mountain made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1253 holding.
  • Rossby Financial first reported a position in Iron Mountain in Q2 2025 and has held it in 6 quarters since.
  • Rossby Financial's Iron Mountain position peaked at $36.9K in Q2 2026.
  • 666 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.