Root Financial Partners
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Root Financial Partners’s CRA International CRAI Stock Holding History

Root Financial Partners’s Portfolio CRAI Stock Details CRAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.89K Buy
+42
New +$7.07K ﹤0.01% 2090
2026
Q2 		– Sell
-32
Closed -$5.18K – 1011
2026
Q1 		$5.18K Buy
32
+1
+3% +$180 ﹤0.01% 1944
2025
Q4 		$6.22K Hold
31
– – ﹤0.01% 1693
2025
Q3 		$6.46K Buy
+31
New +$5.95K ﹤0.01% 1622

Other funds holding CRAI

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Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Weber Capital Management
Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

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

Root Financial Partners opened a new position in CRA International (CRAI) in Q3 2026: 42 shares worth $6.89K. The stake represents ﹤0.01% of the portfolio and ranks #2090 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CRAI as recently as Q1 2026.

Root Financial Partners first reported a position in CRAI in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold CRAI as of Q3 2026.

  • Root Financial Partners held 42 shares of CRA International worth $6.89K as of Q3 2026.
  • CRA International was a new Root Financial Partners position in Q3 2026.
  • CRA International made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2090 holding.
  • Root Financial Partners first reported a position in CRA International in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held CRA International as of Q3 2026.

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