Root Financial Partners
CFFI icon

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
Q3 		$392 Buy
+4
New +$349 ﹤0.01% 3307
2026
Q2 		– Sell
-1
Closed -$73 – 905
2026
Q1 		$73 Buy
+1
New +$74 ﹤0.01% 3331

Other funds holding CFFI

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TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Old Point Trust & Financial Services N A
Old Point Trust & Financial Services N A Newport News, Virginia $341M AUM 20.44% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

Root Financial Partners opened a new position in C&F Financial (CFFI) in Q3 2026: 4 shares worth $392. The stake represents ﹤0.01% of the portfolio and ranks #3307 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CFFI as recently as Q1 2026.

Root Financial Partners first reported a position in CFFI in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold CFFI as of Q3 2026.

  • Root Financial Partners held 4 shares of C&F Financial worth $392 as of Q3 2026.
  • C&F Financial was a new Root Financial Partners position in Q3 2026.
  • C&F Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3307 holding.
  • Root Financial Partners first reported a position in C&F Financial in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held C&F Financial as of Q3 2026.

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