Root Financial Partners’s Cirrus Logic CRUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$25.4K Buy
+212
New +$26.6K ﹤0.01% 1425
2026
Q2
– Sell
-214
Closed -$30.9K – 1028
2026
Q1
$30.9K Buy
214
+39
+22% +$5.25K ﹤0.01% 1100
2025
Q4
$20.7K Buy
175
+42
+32% +$5.17K ﹤0.01% 1172
2025
Q3
$16.7K Buy
+133
New +$14.8K ﹤0.01% 1209

Other funds holding CRUS

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

Root Financial Partners opened a new position in Cirrus Logic (CRUS) in Q3 2026: 212 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #1425 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CRUS as recently as Q1 2026.

Root Financial Partners first reported a position in CRUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.9K in Q1 2026. 433 funds tracked by Wall St. Rank hold CRUS as of Q3 2026.

  • Root Financial Partners held 212 shares of Cirrus Logic worth $25.4K as of Q3 2026.
  • Cirrus Logic was a new Root Financial Partners position in Q3 2026.
  • Cirrus Logic made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1425 holding.
  • Root Financial Partners first reported a position in Cirrus Logic in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Cirrus Logic position peaked at $30.9K in Q1 2026.
  • 433 funds tracked by Wall St. Rank held Cirrus Logic as of Q3 2026.

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