Root Financial Partners
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Root Financial Partners’s Community BanCorp CMTV Stock Holding History

Root Financial Partners’s Portfolio CMTV Stock Details CMTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$124 Buy
+3
New +$121 ﹤0.01% 3609

Other funds holding CMTV

CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

Root Financial Partners opened a new position in Community BanCorp (CMTV) in Q3 2026: 3 shares worth $124. The stake represents ﹤0.01% of the portfolio and ranks #3609 among its holdings.

6 funds tracked by Wall St. Rank hold CMTV as of Q3 2026.

  • Root Financial Partners held 3 shares of Community BanCorp worth $124 as of Q3 2026.
  • Community BanCorp was a new Root Financial Partners position in Q3 2026.
  • Community BanCorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3609 holding.
  • 6 funds tracked by Wall St. Rank held Community BanCorp as of Q3 2026.

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