Root Financial Partners
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Root Financial Partners’s CVR Energy CVI Stock Holding History

Root Financial Partners’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.14K Buy
+140
New +$5.52K ﹤0.01% 2078
2026
Q2 		– Sell
-63
Closed -$2.12K – 1054
2026
Q1 		$2.12K Buy
63
+55
+688% +$1.41K ﹤0.01% 2291
2025
Q4 		$204 Hold
8
– – ﹤0.01% 2294
2025
Q3 		$292 Buy
+8
New +$239 ﹤0.01% 2188

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's CVI Position: Q3 2026 in Review

Root Financial Partners opened a new position in CVR Energy (CVI) in Q3 2026: 140 shares worth $7.14K. The stake represents ﹤0.01% of the portfolio and ranks #2078 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CVI as recently as Q1 2026.

Root Financial Partners first reported a position in CVI in Q3 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold CVI as of Q3 2026.

  • Root Financial Partners held 140 shares of CVR Energy worth $7.14K as of Q3 2026.
  • CVR Energy was a new Root Financial Partners position in Q3 2026.
  • CVR Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2078 holding.
  • Root Financial Partners first reported a position in CVR Energy in Q3 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held CVR Energy as of Q3 2026.

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