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Root Financial Partners’s Canadian Natural Resources CNQ Stock Holding History

Root Financial Partners’s Portfolio CNQ Stock Details CNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-287
Closed -$14K – 974
2026
Q1 		$14K Sell
287
-450
-61% -$18.5K ﹤0.01% 1527
2025
Q4 		$24.9K Buy
737
+162
+28% +$5.25K ﹤0.01% 1064
2025
Q3 		$18.4K Buy
+575
New +$18K ﹤0.01% 1160

Other funds holding CNQ

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

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

Root Financial Partners sold out of Canadian Natural Resources (CNQ) in Q2 2026, closing a stake of 287 shares — an estimated $14K sold.

Root Financial Partners first reported a position in CNQ in Q3 2025 and held it in 3 quarters. The position peaked at $24.9K in Q4 2025. 249 funds tracked by Wall St. Rank hold CNQ as of Q2 2026.

  • Root Financial Partners reported no remaining Canadian Natural Resources position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 287 Canadian Natural Resources shares in Q2 2026, an estimated $14K.
  • Root Financial Partners first reported a position in Canadian Natural Resources in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Canadian Natural Resources position peaked at $24.9K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2026.

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