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Root Financial Partners’s Core Laboratories CLB Stock Holding History

Root Financial Partners’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-63
Closed -$1.06K – 942
2026
Q1 		$1.06K Buy
+63
New +$1.13K ﹤0.01% 2595

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CAMG
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Root Financial Partners's CLB Position: Q2 2026 in Review

Root Financial Partners sold out of Core Laboratories (CLB) in Q2 2026, closing a stake of 63 shares — an estimated $1.06K sold.

Root Financial Partners first reported a position in CLB in Q1 2026 and held it in 1 quarter. The position peaked at $1.06K in Q1 2026. 186 funds tracked by Wall St. Rank hold CLB as of Q2 2026.

  • Root Financial Partners reported no remaining Core Laboratories position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 63 Core Laboratories shares in Q2 2026, an estimated $1.06K.
  • Root Financial Partners first reported a position in Core Laboratories in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Core Laboratories position peaked at $1.06K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2026.

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