Root Financial Partners
CLSK icon

Root Financial Partners’s CleanSpark CLSK Stock Holding History

Root Financial Partners’s Portfolio CLSK Stock Details CLSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.52K Buy
+506
New +$6.63K ﹤0.01% 2113
2026
Q2 		– Sell
-185
Closed -$1.57K – 949
2026
Q1 		$1.57K Sell
185
-175
-49% -$1.87K ﹤0.01% 2419
2025
Q4 		$3.64K Buy
+360
New +$5.4K ﹤0.01% 1862

Other funds holding CLSK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

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

Root Financial Partners opened a new position in CleanSpark (CLSK) in Q3 2026: 506 shares worth $6.52K. The stake represents ﹤0.01% of the portfolio and ranks #2113 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CLSK as recently as Q1 2026.

Root Financial Partners first reported a position in CLSK in Q4 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold CLSK as of Q3 2026.

  • Root Financial Partners held 506 shares of CleanSpark worth $6.52K as of Q3 2026.
  • CleanSpark was a new Root Financial Partners position in Q3 2026.
  • CleanSpark made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2113 holding.
  • Root Financial Partners first reported a position in CleanSpark in Q4 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held CleanSpark as of Q3 2026.

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