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Root Financial Partners’s CRH CRH Stock Holding History

Root Financial Partners’s Portfolio CRH Stock Details CRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$151K Buy
1,436
+426
+42% +$50K 0.01% 415
2025
Q4 		$126K Buy
1,010
+176
+21% +$21K 0.01% 391
2025
Q3 		$100K Buy
+834
New +$88.1K 0.01% 453

Other funds holding CRH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Root Financial Partners's CRH Position: Q1 2026 in Review

Root Financial Partners increased its CRH (CRH) stake by 42% in Q1 2026, buying an estimated $50K and bringing the position to 1,436 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #415.

Root Financial Partners first reported a position in CRH in Q3 2025 and has held it in 3 quarters since. 1,007 funds tracked by Wall St. Rank hold CRH as of Q1 2026.

  • Root Financial Partners held 1,436 shares of CRH worth $151K as of Q1 2026.
  • Root Financial Partners bought 426 CRH shares in Q1 2026, an estimated $50K.
  • CRH made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #415 holding.
  • Root Financial Partners first reported a position in CRH in Q3 2025 and has held it in 3 quarters since.
  • 1,007 funds tracked by Wall St. Rank held CRH as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.