Root Financial Partners
CGC icon

Root Financial Partners’s Canopy Growth CGC Stock Holding History

Root Financial Partners’s Portfolio CGC Stock Details CGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3 Buy
+3
New +$3 ﹤0.01% 3821
2026
Q2 		– Sell
-3
Closed -$3 – 909
2026
Q1 		$3 Hold
3
– – ﹤0.01% 3463
2025
Q4 		$3 Hold
3
– – ﹤0.01% 2428
2025
Q3 		$4 Buy
+3
New +$4 ﹤0.01% 2291

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SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
AdvisorShares Investments
AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Leonteq Securities AG
Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return
Beau Ventures
Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

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

Root Financial Partners opened a new position in Canopy Growth (CGC) in Q3 2026: 3 shares worth $3. The stake represents ﹤0.01% of the portfolio and ranks #3821 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CGC as recently as Q1 2026.

Root Financial Partners first reported a position in CGC in Q3 2025 and has held it in 4 quarters since. The position peaked at $4 in Q3 2025. 128 funds tracked by Wall St. Rank hold CGC as of Q3 2026.

  • Root Financial Partners held 3 shares of Canopy Growth worth $3 as of Q3 2026.
  • Canopy Growth was a new Root Financial Partners position in Q3 2026.
  • Canopy Growth made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3821 holding.
  • Root Financial Partners first reported a position in Canopy Growth in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Canopy Growth position peaked at $4 in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Canopy Growth as of Q3 2026.

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