Root Financial Partners
CON icon

Root Financial Partners’s Concentra Group Holdings CON Stock Holding History

Root Financial Partners’s Portfolio CON Stock Details CON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12K Buy
+350
New +$11.7K ﹤0.01% 1820
2026
Q2 		– Sell
-162
Closed -$3.48K – 3339
2026
Q1 		$3.48K Buy
162
+158
+3,950% +$3.52K ﹤0.01% 2086
2025
Q4 		$79 Hold
4
– – ﹤0.01% 2348
2025
Q3 		$84 Buy
+4
New +$85 ﹤0.01% 2251

Other funds holding CON

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

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

Root Financial Partners opened a new position in Concentra Group Holdings (CON) in Q3 2026: 350 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1820 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CON as recently as Q1 2026.

Root Financial Partners first reported a position in CON in Q3 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold CON as of Q3 2026.

  • Root Financial Partners held 350 shares of Concentra Group Holdings worth $12K as of Q3 2026.
  • Concentra Group Holdings was a new Root Financial Partners position in Q3 2026.
  • Concentra Group Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1820 holding.
  • Root Financial Partners first reported a position in Concentra Group Holdings in Q3 2025 and has held it in 4 quarters since.
  • 274 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q3 2026.

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