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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Root Financial Partners reduced its CleanSpark (CLSK) stake by 49% in Q1 2026, selling an estimated $1.87K and leaving 185 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Root Financial Partners first reported a position in CLSK in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.64K in Q4 2025. 352 funds tracked by Wall St. Rank hold CLSK as of Q1 2026.

  • Root Financial Partners held 185 shares of CleanSpark worth $1.57K as of Q1 2026.
  • Root Financial Partners sold 175 CleanSpark shares in Q1 2026, an estimated $1.87K.
  • CleanSpark made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2419 holding.
  • Root Financial Partners first reported a position in CleanSpark in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's CleanSpark position peaked at $3.64K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held CleanSpark as of Q1 2026.

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