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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
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% +$1.85K ﹤0.01% 1030
2025
Q3 		$24.5K Buy
+133
New +$25.1K ﹤0.01% 1014

Other funds holding CR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

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

Root Financial Partners sold out of Crane Co (CR) in Q2 2026, closing a stake of 365 shares — an estimated $62.4K sold.

Root Financial Partners first reported a position in CR in Q3 2025 and held it in 3 quarters. The position peaked at $62.4K in Q1 2026. 171 funds tracked by Wall St. Rank hold CR as of Q2 2026.

  • Root Financial Partners reported no remaining Crane Co position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 365 Crane Co shares in Q2 2026, an estimated $62.4K.
  • Root Financial Partners first reported a position in Crane Co in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Crane Co position peaked at $62.4K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Crane Co as of Q2 2026.

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