Root Financial Partners
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Root Financial Partners’s Campbell Soup CPB Stock Holding History

Root Financial Partners’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20K Buy
+1,009
New +$22.4K ﹤0.01% 1552
2026
Q2 		– Sell
-552
Closed -$12.3K – 1000
2026
Q1 		$12.3K Buy
552
+59
+12% +$1.52K ﹤0.01% 1577
2025
Q4 		$13.7K Buy
493
+183
+59% +$5.5K ﹤0.01% 1361
2025
Q3 		$9.8K Buy
+310
New +$10K ﹤0.01% 1458

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Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in Campbell Soup (CPB) in Q3 2026: 1,009 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #1552 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CPB as recently as Q1 2026.

Root Financial Partners first reported a position in CPB in Q3 2025 and has held it in 4 quarters since. 487 funds tracked by Wall St. Rank hold CPB as of Q3 2026.

  • Root Financial Partners held 1,009 shares of Campbell Soup worth $20K as of Q3 2026.
  • Campbell Soup was a new Root Financial Partners position in Q3 2026.
  • Campbell Soup made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1552 holding.
  • Root Financial Partners first reported a position in Campbell Soup in Q3 2025 and has held it in 4 quarters since.
  • 487 funds tracked by Wall St. Rank held Campbell Soup as of Q3 2026.

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