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Root Financial Partners’s CRISPR Therapeutics CRSP Stock Holding History

Root Financial Partners’s Portfolio CRSP Stock Details CRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15
Closed -$714 – 1026
2026
Q1 		$714 Sell
15
-17
-53% -$897 ﹤0.01% 2739
2025
Q4 		$1.68K Buy
+32
New +$1.92K ﹤0.01% 2016

Other funds holding CRSP

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Root Financial Partners sold out of CRISPR Therapeutics (CRSP) in Q2 2026, closing a stake of 15 shares — an estimated $714 sold.

Root Financial Partners first reported a position in CRSP in Q4 2025 and held it in 2 quarters. The position peaked at $1.68K in Q4 2025. 150 funds tracked by Wall St. Rank hold CRSP as of Q2 2026.

  • Root Financial Partners reported no remaining CRISPR Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 15 CRISPR Therapeutics shares in Q2 2026, an estimated $714.
  • Root Financial Partners first reported a position in CRISPR Therapeutics in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's CRISPR Therapeutics position peaked at $1.68K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2026.

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