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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
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Root Financial Partners's CXT Position: Q2 2026 in Review

Root Financial Partners sold out of Crane NXT (CXT) in Q2 2026, closing a stake of 170 shares — an estimated $6.9K sold.

Root Financial Partners first reported a position in CXT in Q3 2025 and held it in 3 quarters. The position peaked at $11.9K in Q3 2025. 356 funds tracked by Wall St. Rank hold CXT as of Q2 2026.

  • Root Financial Partners reported no remaining Crane NXT position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 170 Crane NXT shares in Q2 2026, an estimated $6.9K.
  • Root Financial Partners first reported a position in Crane NXT in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Crane NXT position peaked at $11.9K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Crane NXT as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.