Root Financial Partners
CCSI icon

Root Financial Partners’s Consensus Cloud Solutions CCSI Stock Holding History

Root Financial Partners’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.01K Buy
+29
New +$1.07K ﹤0.01% 2941
2026
Q2 		– Sell
-24
Closed -$570 – 888
2026
Q1 		$570 Buy
+24
New +$617 ﹤0.01% 2824

Other funds holding CCSI

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Root Financial Partners opened a new position in Consensus Cloud Solutions (CCSI) in Q3 2026: 29 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #2941 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CCSI as recently as Q1 2026.

Root Financial Partners first reported a position in CCSI in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold CCSI as of Q3 2026.

  • Root Financial Partners held 29 shares of Consensus Cloud Solutions worth $1.01K as of Q3 2026.
  • Consensus Cloud Solutions was a new Root Financial Partners position in Q3 2026.
  • Consensus Cloud Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2941 holding.
  • Root Financial Partners first reported a position in Consensus Cloud Solutions in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q3 2026.

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