Root Financial Partners’s Conagra Brands CAG Stock Holding History

Root Financial Partners’s Portfolio CAG Stock Details CAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$130K	Buy	+9,659	New	+$145K	﹤0.01%	608
2026 Q2	–	Sell	-4,855	Closed	-$76.3K	–	850
2026 Q1	$76.3K	Buy	4,855 +839	+21%	+$14.8K	﹤0.01%	685
2025 Q4	$69.5K	Buy	4,016 +916	+30%	+$16.3K	﹤0.01%	598
2025 Q3	$56.8K	Buy	+3,100	New	+$59.4K	﹤0.01%	629

Other funds holding CAG

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Root Financial Partners opened a new position in Conagra Brands (CAG) in Q3 2026: 9,659 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CAG as recently as Q1 2026.

Root Financial Partners first reported a position in CAG in Q3 2025 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold CAG as of Q3 2026.

Root Financial Partners held 9,659 shares of Conagra Brands worth $130K as of Q3 2026.
Conagra Brands was a new Root Financial Partners position in Q3 2026.
Conagra Brands made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #608 holding.
Root Financial Partners first reported a position in Conagra Brands in Q3 2025 and has held it in 4 quarters since.
261 funds tracked by Wall St. Rank held Conagra Brands as of Q3 2026.

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