Root Financial Partners’s Comstock Holding Companies CHCI Stock Holding History

Root Financial Partners’s Portfolio CHCI Stock Details CHCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$76	Buy	+4	New	+$70	﹤0.01%	3681

Other funds holding CHCI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Saber Capital Management Fuquay Varina, North Carolina $140M AUM 25.51% 1-Year Est. Return

Truffle Hound Capital Bethesda, Maryland $480M AUM 40.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in Comstock Holding Companies (CHCI) in Q3 2026: 4 shares worth $76. The stake represents ﹤0.01% of the portfolio and ranks #3681 among its holdings.

21 funds tracked by Wall St. Rank hold CHCI as of Q3 2026.

Root Financial Partners held 4 shares of Comstock Holding Companies worth $76 as of Q3 2026.
Comstock Holding Companies was a new Root Financial Partners position in Q3 2026.
Comstock Holding Companies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3681 holding.
21 funds tracked by Wall St. Rank held Comstock Holding Companies as of Q3 2026.

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