Root Financial Partners
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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
Q3 		$3.45K Buy
+216
New +$4.25K ﹤0.01% 2382
2026
Q2 		– Sell
-48
Closed -$718 – 995
2026
Q1 		$718 Buy
+48
New +$819 ﹤0.01% 2736

Other funds holding CORZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.81B AUM 16.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in Core Scientific (CORZ) in Q3 2026: 216 shares worth $3.45K. The stake represents ﹤0.01% of the portfolio and ranks #2382 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CORZ as recently as Q1 2026.

Root Financial Partners first reported a position in CORZ in Q1 2026 and has held it in 2 quarters since. 288 funds tracked by Wall St. Rank hold CORZ as of Q3 2026.

  • Root Financial Partners held 216 shares of Core Scientific worth $3.45K as of Q3 2026.
  • Core Scientific was a new Root Financial Partners position in Q3 2026.
  • Core Scientific made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2382 holding.
  • Root Financial Partners first reported a position in Core Scientific in Q1 2026 and has held it in 2 quarters since.
  • 288 funds tracked by Wall St. Rank held Core Scientific as of Q3 2026.

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