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CRDL

Root Financial Partners’s Cardiol Therapeutics CRDL Stock Holding History

Root Financial Partners’s Portfolio CRDL Stock Details CRDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-500
Closed -$535 – 2453
2025
Q3 		$535 Buy
+500
New +$607 ﹤0.01% 2143

Other funds holding CRDL

TC
Tejara Capital London, United Kingdom $303M AUM 5.43% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Root Financial Partners's CRDL Position: Q4 2025 in Review

Root Financial Partners sold out of Cardiol Therapeutics (CRDL) in Q4 2025, closing a stake of 500 shares — an estimated $535 sold.

Root Financial Partners first reported a position in CRDL in Q3 2025 and held it in 1 quarter. The position peaked at $535 in Q3 2025. 41 funds tracked by Wall St. Rank hold CRDL as of Q4 2025.

  • Root Financial Partners reported no remaining Cardiol Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 500 Cardiol Therapeutics shares in Q4 2025, an estimated $535.
  • Root Financial Partners first reported a position in Cardiol Therapeutics in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Cardiol Therapeutics position peaked at $535 in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Cardiol Therapeutics as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.