Root Financial Partners
CUZ icon

Root Financial Partners’s Cousins Properties CUZ Stock Holding History

Root Financial Partners’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.8K Buy
+390
New +$11.6K ﹤0.01% 1875
2026
Q2 		– Sell
-95
Closed -$2.13K – 1049
2026
Q1 		$2.13K Sell
95
-14
-13% -$339 ﹤0.01% 2290
2025
Q4 		$2.82K Buy
109
+1
+0.9% +$26 ﹤0.01% 1919
2025
Q3 		$3.13K Buy
+108
New +$3.07K ﹤0.01% 1871

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APG Asset Management US
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Quantinno Capital Management
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Geode Capital Management
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Root Financial Partners's CUZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Cousins Properties (CUZ) in Q3 2026: 390 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1875 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CUZ as recently as Q1 2026.

Root Financial Partners first reported a position in CUZ in Q3 2025 and has held it in 4 quarters since. 322 funds tracked by Wall St. Rank hold CUZ as of Q3 2026.

  • Root Financial Partners held 390 shares of Cousins Properties worth $10.8K as of Q3 2026.
  • Cousins Properties was a new Root Financial Partners position in Q3 2026.
  • Cousins Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1875 holding.
  • Root Financial Partners first reported a position in Cousins Properties in Q3 2025 and has held it in 4 quarters since.
  • 322 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2026.

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