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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
Q2 		– Sell
-24
Closed -$570 – 888
2026
Q1 		$570 Buy
+24
New +$617 ﹤0.01% 2824

Other funds holding CCSI

CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Root Financial Partners sold out of Consensus Cloud Solutions (CCSI) in Q2 2026, closing a stake of 24 shares — an estimated $570 sold.

Root Financial Partners first reported a position in CCSI in Q1 2026 and held it in 1 quarter. The position peaked at $570 in Q1 2026. 27 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

  • Root Financial Partners reported no remaining Consensus Cloud Solutions position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 24 Consensus Cloud Solutions shares in Q2 2026, an estimated $570.
  • Root Financial Partners first reported a position in Consensus Cloud Solutions in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Consensus Cloud Solutions position peaked at $570 in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

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