Root Financial Partners
CPSS icon

Root Financial Partners’s Consumer Portfolio Services CPSS Stock Holding History

Root Financial Partners’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$73 Buy
+8
New +$75 ﹤0.01% 3688
2026
Q2 		– Sell
-4
Closed -$31 – 1008
2026
Q1 		$31 Buy
+4
New +$33 ﹤0.01% 3419

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Nuveen
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Root Financial Partners's CPSS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Consumer Portfolio Services (CPSS) in Q3 2026: 8 shares worth $73. The stake represents ﹤0.01% of the portfolio and ranks #3688 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CPSS as recently as Q1 2026.

Root Financial Partners first reported a position in CPSS in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold CPSS as of Q3 2026.

  • Root Financial Partners held 8 shares of Consumer Portfolio Services worth $73 as of Q3 2026.
  • Consumer Portfolio Services was a new Root Financial Partners position in Q3 2026.
  • Consumer Portfolio Services made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3688 holding.
  • Root Financial Partners first reported a position in Consumer Portfolio Services in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q3 2026.

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