Root Financial Partners
CF icon

Root Financial Partners’s CF Industries CF Stock Holding History

Root Financial Partners’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$81K Buy
+703
New +$86.6K ﹤0.01% 849
2026
Q2 		– Sell
-614
Closed -$79.7K – 903
2026
Q1 		$79.7K Buy
614
+116
+23% +$11.8K ﹤0.01% 664
2025
Q4 		$38.5K Buy
498
+43
+9% +$3.53K ﹤0.01% 830
2025
Q3 		$40.8K Buy
+455
New +$40.6K ﹤0.01% 745

Other funds holding CF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Root Financial Partners opened a new position in CF Industries (CF) in Q3 2026: 703 shares worth $81K. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CF as recently as Q1 2026.

Root Financial Partners first reported a position in CF in Q3 2025 and has held it in 4 quarters since. 814 funds tracked by Wall St. Rank hold CF as of Q3 2026.

  • Root Financial Partners held 703 shares of CF Industries worth $81K as of Q3 2026.
  • CF Industries was a new Root Financial Partners position in Q3 2026.
  • CF Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #849 holding.
  • Root Financial Partners first reported a position in CF Industries in Q3 2025 and has held it in 4 quarters since.
  • 814 funds tracked by Wall St. Rank held CF Industries as of Q3 2026.

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