Roxbury Financial
IR icon

Roxbury Financial’s Ingersoll Rand IR Stock Holding History

Roxbury Financial’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15K Hold
200
– – 0.01% 308
2026
Q2 		$16.4K Buy
+200
New +$15.5K 0.01% 285

Other funds holding IR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Roxbury Financial's IR Position: Q3 2026 in Review

Roxbury Financial held its Ingersoll Rand (IR) position steady in Q3 2026 at 200 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #308.

Roxbury Financial first reported a position in IR in Q2 2026 and has held it in 2 quarters since. The position peaked at $16.4K in Q2 2026. 454 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Roxbury Financial held 200 shares of Ingersoll Rand worth $15K as of Q3 2026.
  • Roxbury Financial left its Ingersoll Rand share count unchanged in Q3 2026.
  • Ingersoll Rand made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #308 holding.
  • Roxbury Financial first reported a position in Ingersoll Rand in Q2 2026 and has held it in 2 quarters since.
  • Roxbury Financial's Ingersoll Rand position peaked at $16.4K in Q2 2026.
  • 454 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.