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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
Q1 		$1.06K Buy
+63
New +$1.13K ﹤0.01% 2595

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's CLB Position: Q1 2026 in Review

Root Financial Partners opened a new position in Core Laboratories (CLB) in Q1 2026: 63 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #2595 among its holdings.

190 funds tracked by Wall St. Rank hold CLB as of Q1 2026.

  • Root Financial Partners held 63 shares of Core Laboratories worth $1.06K as of Q1 2026.
  • Core Laboratories was a new Root Financial Partners position in Q1 2026.
  • Core Laboratories made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2595 holding.
  • 190 funds tracked by Wall St. Rank held Core Laboratories as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.