Root Financial Partners
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Root Financial Partners’s California Resources CRC Stock Holding History

Root Financial Partners’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.9K Buy
+235
New +$12.4K ﹤0.01% 1829
2026
Q2 		– Sell
-175
Closed -$12.1K – 1013
2026
Q1 		$12.1K Hold
175
– – ﹤0.01% 1582
2025
Q4 		$7.82K Buy
175
+15
+9% +$712 ﹤0.01% 1607
2025
Q3 		$8.51K Buy
+160
New +$8.02K ﹤0.01% 1515

Other funds holding CRC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in California Resources (CRC) in Q3 2026: 235 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #1829 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CRC as recently as Q1 2026.

Root Financial Partners first reported a position in CRC in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.1K in Q1 2026. 260 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

  • Root Financial Partners held 235 shares of California Resources worth $11.9K as of Q3 2026.
  • California Resources was a new Root Financial Partners position in Q3 2026.
  • California Resources made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1829 holding.
  • Root Financial Partners first reported a position in California Resources in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's California Resources position peaked at $12.1K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

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