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Root Financial Partners’s Ceco Environmental CECO Stock Holding History

Root Financial Partners’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5
Closed -$298 – 896
2026
Q1 		$298 Buy
+5
New +$322 ﹤0.01% 3042

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Root Financial Partners sold out of Ceco Environmental (CECO) in Q2 2026, closing a stake of 5 shares — an estimated $298 sold.

Root Financial Partners first reported a position in CECO in Q1 2026 and held it in 1 quarter. The position peaked at $298 in Q1 2026. 343 funds tracked by Wall St. Rank hold CECO as of Q2 2026.

  • Root Financial Partners reported no remaining Ceco Environmental position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 5 Ceco Environmental shares in Q2 2026, an estimated $298.
  • Root Financial Partners first reported a position in Ceco Environmental in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Ceco Environmental position peaked at $298 in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Ceco Environmental as of Q2 2026.

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