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Root Financial Partners’s Community Trust Bancorp CTBI Stock Holding History

Root Financial Partners’s Portfolio CTBI Stock Details CTBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-21
Closed -$1.27K – 1038
2026
Q1 		$1.27K Buy
+21
New +$1.28K ﹤0.01% 2501

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CTI
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Root Financial Partners sold out of Community Trust Bancorp (CTBI) in Q2 2026, closing a stake of 21 shares — an estimated $1.27K sold.

Root Financial Partners first reported a position in CTBI in Q1 2026 and held it in 1 quarter. The position peaked at $1.27K in Q1 2026. 189 funds tracked by Wall St. Rank hold CTBI as of Q2 2026.

  • Root Financial Partners reported no remaining Community Trust Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 21 Community Trust Bancorp shares in Q2 2026, an estimated $1.27K.
  • Root Financial Partners first reported a position in Community Trust Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Community Trust Bancorp position peaked at $1.27K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Community Trust Bancorp as of Q2 2026.

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