RFP
CV

Root Financial Partners’s CapsoVision Inc CV Stock Holding History

Root Financial Partners’s Portfolio CV Stock Details CV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$277 Buy
+38
New +$224 ﹤0.01% 3070

Other funds holding CV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Root Financial Partners opened a new position in CapsoVision Inc (CV) in Q1 2026: 38 shares worth $277. The stake represents ﹤0.01% of the portfolio and ranks #3070 among its holdings.

51 funds tracked by Wall St. Rank hold CV as of Q1 2026.

  • Root Financial Partners held 38 shares of CapsoVision Inc worth $277 as of Q1 2026.
  • CapsoVision Inc was a new Root Financial Partners position in Q1 2026.
  • CapsoVision Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3070 holding.
  • 51 funds tracked by Wall St. Rank held CapsoVision Inc as of Q1 2026.

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