Root Financial Partners’s CSG Systems International CSGS Stock Holding History

Root Financial Partners’s Portfolio CSGS Stock Details CSGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-46	Closed	-$3.68K	–	1031
2026 Q1	$3.68K	Buy	+46	New	+$3.66K	﹤0.01%	2066

Other funds holding CSGS

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Root Financial Partners sold out of CSG Systems International (CSGS) in Q2 2026, closing a stake of 46 shares — an estimated $3.68K sold.

Root Financial Partners first reported a position in CSGS in Q1 2026 and held it in 1 quarter. The position peaked at $3.68K in Q1 2026. 3 funds tracked by Wall St. Rank hold CSGS as of Q2 2026.

Root Financial Partners reported no remaining CSG Systems International position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 46 CSG Systems International shares in Q2 2026, an estimated $3.68K.
Root Financial Partners first reported a position in CSG Systems International in Q1 2026 and held it in 1 quarter.
Root Financial Partners's CSG Systems International position peaked at $3.68K in Q1 2026.
3 funds tracked by Wall St. Rank held CSG Systems International as of Q2 2026.

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