Root Financial Partners
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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
Q3 		$2.6K Buy
+35
New +$2.66K ﹤0.01% 2514
2026
Q2 		– Sell
-21
Closed -$1.28K – 1038
2026
Q1 		$1.28K Buy
+21
New +$1.28K ﹤0.01% 2501

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Vanguard Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Root Financial Partners opened a new position in Community Trust Bancorp (CTBI) in Q3 2026: 35 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #2514 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CTBI as recently as Q1 2026.

Root Financial Partners first reported a position in CTBI in Q1 2026 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold CTBI as of Q3 2026.

  • Root Financial Partners held 35 shares of Community Trust Bancorp worth $2.6K as of Q3 2026.
  • Community Trust Bancorp was a new Root Financial Partners position in Q3 2026.
  • Community Trust Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2514 holding.
  • Root Financial Partners first reported a position in Community Trust Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held Community Trust Bancorp as of Q3 2026.

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