Root Financial Partners
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Root Financial Partners’s Core Molding Technologies CMT Stock Holding History

Root Financial Partners’s Portfolio CMT Stock Details CMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$46 Buy
+2
New +$49 ﹤0.01% 3726
2026
Q2 		– Sell
-2
Closed -$45 – 963
2026
Q1 		$45 Buy
+2
New +$39 ﹤0.01% 3390

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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in Core Molding Technologies (CMT) in Q3 2026: 2 shares worth $46. The stake represents ﹤0.01% of the portfolio and ranks #3726 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CMT as recently as Q1 2026.

Root Financial Partners first reported a position in CMT in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold CMT as of Q3 2026.

  • Root Financial Partners held 2 shares of Core Molding Technologies worth $46 as of Q3 2026.
  • Core Molding Technologies was a new Root Financial Partners position in Q3 2026.
  • Core Molding Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3726 holding.
  • Root Financial Partners first reported a position in Core Molding Technologies in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Core Molding Technologies as of Q3 2026.

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