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Root Financial Partners’s Clearwater Paper CLW Stock Holding History

Root Financial Partners’s Portfolio CLW Stock Details CLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-74
Closed -$1.06K – 951
2026
Q1 		$1.06K Buy
+74
New +$1.21K ﹤0.01% 2593
2025
Q4 		– Sell
-116
Closed -$2.41K – 2449
2025
Q3 		$2.41K Buy
+116
New +$2.8K ﹤0.01% 1924

Other funds holding CLW

SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's CLW Position: Q2 2026 in Review

Root Financial Partners sold out of Clearwater Paper (CLW) in Q2 2026, closing a stake of 74 shares — an estimated $1.06K sold.

Root Financial Partners first reported a position in CLW in Q3 2025 and held it in 2 quarters. The position peaked at $2.41K in Q3 2025. 134 funds tracked by Wall St. Rank hold CLW as of Q2 2026.

  • Root Financial Partners reported no remaining Clearwater Paper position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 74 Clearwater Paper shares in Q2 2026, an estimated $1.06K.
  • Root Financial Partners first reported a position in Clearwater Paper in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Clearwater Paper position peaked at $2.41K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Clearwater Paper as of Q2 2026.

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