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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Root Financial Partners reduced its Crane NXT (CXT) stake by 11% in Q1 2026, selling an estimated $1.07K and leaving 170 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Root Financial Partners first reported a position in CXT in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.9K in Q3 2025. 355 funds tracked by Wall St. Rank hold CXT as of Q1 2026.

  • Root Financial Partners held 170 shares of Crane NXT worth $6.9K as of Q1 2026.
  • Root Financial Partners sold 22 Crane NXT shares in Q1 2026, an estimated $1.07K.
  • Crane NXT made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1824 holding.
  • Root Financial Partners first reported a position in Crane NXT in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Crane NXT position peaked at $11.9K in Q3 2025.
  • 355 funds tracked by Wall St. Rank held Crane NXT as of Q1 2026.

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