Root Financial Partners’s Crown Holdings CCK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-465	Closed	-$46.6K	–	883
2026 Q1	$46.6K	Sell	465 -8	-2%	-$855	﹤0.01%	899
2025 Q4	$48.7K	Buy	473 +91	+24%	+$8.87K	﹤0.01%	724
2025 Q3	$36.9K	Buy	+382	New	+$38.3K	﹤0.01%	795

Other funds holding CCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

Root Financial Partners sold out of Crown Holdings (CCK) in Q2 2026, closing a stake of 465 shares — an estimated $46.6K sold.

Root Financial Partners first reported a position in CCK in Q3 2025 and held it in 3 quarters. The position peaked at $48.7K in Q4 2025. 175 funds tracked by Wall St. Rank hold CCK as of Q2 2026.

Root Financial Partners reported no remaining Crown Holdings position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 465 Crown Holdings shares in Q2 2026, an estimated $46.6K.
Root Financial Partners first reported a position in Crown Holdings in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Crown Holdings position peaked at $48.7K in Q4 2025.
175 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2026.

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