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Root Financial Partners’s Core Scientific CORZ Stock Holding History

Root Financial Partners’s Portfolio CORZ Stock Details CORZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-48
Closed -$718 – 995
2026
Q1 		$718 Buy
+48
New +$819 ﹤0.01% 2736

Other funds holding CORZ

OWP
ORG Wealth Partners Dallas, Texas $646M AUM 46.54% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $208M AUM
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
BJF
Blue Jean Financial Albany, New York $144M AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Root Financial Partners sold out of Core Scientific (CORZ) in Q2 2026, closing a stake of 48 shares — an estimated $718 sold.

Root Financial Partners first reported a position in CORZ in Q1 2026 and held it in 1 quarter. The position peaked at $718 in Q1 2026. 97 funds tracked by Wall St. Rank hold CORZ as of Q2 2026.

  • Root Financial Partners reported no remaining Core Scientific position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 48 Core Scientific shares in Q2 2026, an estimated $718.
  • Root Financial Partners first reported a position in Core Scientific in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Core Scientific position peaked at $718 in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Core Scientific as of Q2 2026.

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