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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
Q2 		– Sell
-552
Closed -$12.3K – 1000
2026
Q1 		$12.3K Buy
552
+59
+12% +$1.51K ﹤0.01% 1577
2025
Q4 		$13.7K Buy
493
+183
+59% +$5.5K ﹤0.01% 1361
2025
Q3 		$9.79K Buy
+310
New +$10K ﹤0.01% 1458

Other funds holding CPB

PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

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

Root Financial Partners sold out of Campbell Soup (CPB) in Q2 2026, closing a stake of 552 shares — an estimated $12.3K sold.

Root Financial Partners first reported a position in CPB in Q3 2025 and held it in 3 quarters. The position peaked at $13.7K in Q4 2025. 204 funds tracked by Wall St. Rank hold CPB as of Q2 2026.

  • Root Financial Partners reported no remaining Campbell Soup position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 552 Campbell Soup shares in Q2 2026, an estimated $12.3K.
  • Root Financial Partners first reported a position in Campbell Soup in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Campbell Soup position peaked at $13.7K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Campbell Soup as of Q2 2026.

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