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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
Q2 		– Sell
-4
Closed -$31 – 1008
2026
Q1 		$31 Buy
+4
New +$33 ﹤0.01% 3419

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

Root Financial Partners sold out of Consumer Portfolio Services (CPSS) in Q2 2026, closing a stake of 4 shares — an estimated $31 sold.

Root Financial Partners first reported a position in CPSS in Q1 2026 and held it in 1 quarter. The position peaked at $31 in Q1 2026. 61 funds tracked by Wall St. Rank hold CPSS as of Q2 2026.

  • Root Financial Partners reported no remaining Consumer Portfolio Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 Consumer Portfolio Services shares in Q2 2026, an estimated $31.
  • Root Financial Partners first reported a position in Consumer Portfolio Services in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Consumer Portfolio Services position peaked at $31 in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q2 2026.

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