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Root Financial Partners’s Core & Main CNM Stock Holding History

Root Financial Partners’s Portfolio CNM Stock Details CNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-895
Closed -$44.2K – 968
2026
Q1 		$44.2K Buy
895
+472
+112% +$25.4K ﹤0.01% 926
2025
Q4 		$22K Buy
423
+55
+15% +$2.82K ﹤0.01% 1142
2025
Q3 		$19.8K Buy
+368
New +$22.3K ﹤0.01% 1124

Other funds holding CNM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

Root Financial Partners sold out of Core & Main (CNM) in Q2 2026, closing a stake of 895 shares — an estimated $44.2K sold.

Root Financial Partners first reported a position in CNM in Q3 2025 and held it in 3 quarters. The position peaked at $44.2K in Q1 2026. 109 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Root Financial Partners reported no remaining Core & Main position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 895 Core & Main shares in Q2 2026, an estimated $44.2K.
  • Root Financial Partners first reported a position in Core & Main in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Core & Main position peaked at $44.2K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

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