Root Financial Partners
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Root Financial Partners’s Cracker Barrel CBRL Stock Holding History

Root Financial Partners’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.7K Buy
+203
New +$10.8K ﹤0.01% 1878
2026
Q2 		– Sell
-21
Closed -$590 – 873
2026
Q1 		$590 Buy
+21
New +$639 ﹤0.01% 2809

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

Root Financial Partners opened a new position in Cracker Barrel (CBRL) in Q3 2026: 203 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1878 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CBRL as recently as Q1 2026.

Root Financial Partners first reported a position in CBRL in Q1 2026 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold CBRL as of Q3 2026.

  • Root Financial Partners held 203 shares of Cracker Barrel worth $10.7K as of Q3 2026.
  • Cracker Barrel was a new Root Financial Partners position in Q3 2026.
  • Cracker Barrel made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1878 holding.
  • Root Financial Partners first reported a position in Cracker Barrel in Q1 2026 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held Cracker Barrel as of Q3 2026.

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