RFP
CTRA

Root Financial Partners’s Coterra Energy CTRA Stock Holding History

Root Financial Partners’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,848
Closed -$100K – 1042
2026
Q1 		$100K Buy
2,848
+519
+22% +$15.6K ﹤0.01% 561
2025
Q4 		$61.3K Sell
2,329
-44
-2% -$1.11K ﹤0.01% 641
2025
Q3 		$56.1K Buy
+2,373
New +$57.2K ﹤0.01% 631

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

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

Root Financial Partners sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 2,848 shares — an estimated $100K sold.

Root Financial Partners first reported a position in CTRA in Q3 2025 and held it in 3 quarters. The position peaked at $100K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Root Financial Partners reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,848 Coterra Energy shares in Q2 2026, an estimated $100K.
  • Root Financial Partners first reported a position in Coterra Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Coterra Energy position peaked at $100K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

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