Root Financial Partners
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Root Financial Partners’s Crane NXT CXT Stock Holding History

Root Financial Partners’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24K Buy
+509
New +$25.6K ﹤0.01% 1461
2026
Q2 		– Sell
-170
Closed -$6.9K – 1068
2026
Q1 		$6.9K Sell
170
-22
-11% -$1.07K ﹤0.01% 1824
2025
Q4 		$9.04K Buy
192
+14
+8% +$828 ﹤0.01% 1541
2025
Q3 		$11.9K Buy
+178
New +$10.6K ﹤0.01% 1378

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in Crane NXT (CXT) in Q3 2026: 509 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CXT as recently as Q1 2026.

Root Financial Partners first reported a position in CXT in Q3 2025 and has held it in 4 quarters since. 272 funds tracked by Wall St. Rank hold CXT as of Q3 2026.

  • Root Financial Partners held 509 shares of Crane NXT worth $24K as of Q3 2026.
  • Crane NXT was a new Root Financial Partners position in Q3 2026.
  • Crane NXT made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1461 holding.
  • Root Financial Partners first reported a position in Crane NXT in Q3 2025 and has held it in 4 quarters since.
  • 272 funds tracked by Wall St. Rank held Crane NXT as of Q3 2026.

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