Root Financial Partners
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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
Q3 		$5.79K Buy
+302
New +$5.94K ﹤0.01% 2167
2026
Q2 		– Sell
-74
Closed -$1.06K – 951
2026
Q1 		$1.06K Buy
+74
New +$1.2K ﹤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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in Clearwater Paper (CLW) in Q3 2026: 302 shares worth $5.79K. The stake represents ﹤0.01% of the portfolio and ranks #2167 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CLW as recently as Q1 2026.

Root Financial Partners first reported a position in CLW in Q3 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold CLW as of Q3 2026.

  • Root Financial Partners held 302 shares of Clearwater Paper worth $5.79K as of Q3 2026.
  • Clearwater Paper was a new Root Financial Partners position in Q3 2026.
  • Clearwater Paper made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2167 holding.
  • Root Financial Partners first reported a position in Clearwater Paper in Q3 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Clearwater Paper as of Q3 2026.

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