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Root Financial Partners’s C&F Financial CFFI Stock Holding History

Root Financial Partners’s Portfolio CFFI Stock Details CFFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$73 – 905
2026
Q1 		$73 Buy
+1
New +$74 ﹤0.01% 3331

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

Root Financial Partners sold out of C&F Financial (CFFI) in Q2 2026, closing a stake of 1 share — an estimated $73 sold.

Root Financial Partners first reported a position in CFFI in Q1 2026 and held it in 1 quarter. The position peaked at $73 in Q1 2026. 79 funds tracked by Wall St. Rank hold CFFI as of Q2 2026.

  • Root Financial Partners reported no remaining C&F Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1 C&F Financial share in Q2 2026, an estimated $73.
  • Root Financial Partners first reported a position in C&F Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's C&F Financial position peaked at $73 in Q1 2026.
  • 79 funds tracked by Wall St. Rank held C&F Financial as of Q2 2026.

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