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

Root Financial Partners sold out of Cousins Properties (CUZ) in Q2 2026, closing a stake of 95 shares — an estimated $2.13K sold.

Root Financial Partners first reported a position in CUZ in Q3 2025 and held it in 3 quarters. The position peaked at $3.13K in Q3 2025. 394 funds tracked by Wall St. Rank hold CUZ as of Q2 2026.

  • Root Financial Partners reported no remaining Cousins Properties position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 95 Cousins Properties shares in Q2 2026, an estimated $2.13K.
  • Root Financial Partners first reported a position in Cousins Properties in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cousins Properties position peaked at $3.13K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2026.

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