Root Financial Partners
CR icon

Root Financial Partners’s Crane Co CR Stock Holding History

Root Financial Partners’s Portfolio CR Stock Details CR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$254K Buy
+1,243
New +$263K 0.01% 357
2026
Q2 		– Sell
-365
Closed -$62.4K – 1010
2026
Q1 		$62.4K Buy
365
+222
+155% +$42.6K ﹤0.01% 768
2025
Q4 		$26.4K Buy
143
+10
+8% +$1.86K ﹤0.01% 1030
2025
Q3 		$24.5K Buy
+133
New +$25.1K ﹤0.01% 1014

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Vanguard Capital Management
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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Root Financial Partners opened a new position in Crane Co (CR) in Q3 2026: 1,243 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #357 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CR as recently as Q1 2026.

Root Financial Partners first reported a position in CR in Q3 2025 and has held it in 4 quarters since. 486 funds tracked by Wall St. Rank hold CR as of Q3 2026.

  • Root Financial Partners held 1,243 shares of Crane Co worth $254K as of Q3 2026.
  • Crane Co was a new Root Financial Partners position in Q3 2026.
  • Crane Co made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #357 holding.
  • Root Financial Partners first reported a position in Crane Co in Q3 2025 and has held it in 4 quarters since.
  • 486 funds tracked by Wall St. Rank held Crane Co as of Q3 2026.

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