Root Financial Partners
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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
Q3 		$5.64K Buy
+81
New +$6.04K ﹤0.01% 2181
2026
Q2 		– Sell
-5
Closed -$298 – 896
2026
Q1 		$298 Buy
+5
New +$322 ﹤0.01% 3042

Other funds holding CECO

Fidelity Investments
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

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

Root Financial Partners opened a new position in Ceco Environmental (CECO) in Q3 2026: 81 shares worth $5.64K. The stake represents ﹤0.01% of the portfolio and ranks #2181 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CECO as recently as Q1 2026.

Root Financial Partners first reported a position in CECO in Q1 2026 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold CECO as of Q3 2026.

  • Root Financial Partners held 81 shares of Ceco Environmental worth $5.64K as of Q3 2026.
  • Ceco Environmental was a new Root Financial Partners position in Q3 2026.
  • Ceco Environmental made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2181 holding.
  • Root Financial Partners first reported a position in Ceco Environmental in Q1 2026 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held Ceco Environmental as of Q3 2026.

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