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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
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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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Root Financial Partners's CUZ Position: Q1 2026 in Review

Root Financial Partners reduced its Cousins Properties (CUZ) stake by 13% in Q1 2026, selling an estimated $339 and leaving 95 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Root Financial Partners first reported a position in CUZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.13K in Q3 2025. 375 funds tracked by Wall St. Rank hold CUZ as of Q1 2026.

  • Root Financial Partners held 95 shares of Cousins Properties worth $2.13K as of Q1 2026.
  • Root Financial Partners sold 14 Cousins Properties shares in Q1 2026, an estimated $339.
  • Cousins Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2290 holding.
  • Root Financial Partners first reported a position in Cousins Properties in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Cousins Properties position peaked at $3.13K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.