Root Financial Partners
CZR icon

Root Financial Partners’s Caesars Entertainment CZR Stock Holding History

Root Financial Partners’s Portfolio CZR Stock Details CZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.9K Buy
+737
New +$22K ﹤0.01% 1506
2026
Q2 		– Sell
-688
Closed -$18.2K – 1076
2026
Q1 		$18.2K Buy
688
+686
+34,300% +$16.3K ﹤0.01% 1373
2025
Q4 		$47 Sell
2
-278
-99% -$6.25K ﹤0.01% 2386
2025
Q3 		$7.57K Buy
+280
New +$7.58K ﹤0.01% 1561

Other funds holding CZR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Terril Brothers
Terril Brothers St. Louis, Missouri $397M AUM 20.73% 1-Year Est. Return

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

Root Financial Partners opened a new position in Caesars Entertainment (CZR) in Q3 2026: 737 shares worth $21.9K. The stake represents ﹤0.01% of the portfolio and ranks #1506 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CZR as recently as Q1 2026.

Root Financial Partners first reported a position in CZR in Q3 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold CZR as of Q3 2026.

  • Root Financial Partners held 737 shares of Caesars Entertainment worth $21.9K as of Q3 2026.
  • Caesars Entertainment was a new Root Financial Partners position in Q3 2026.
  • Caesars Entertainment made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1506 holding.
  • Root Financial Partners first reported a position in Caesars Entertainment in Q3 2025 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held Caesars Entertainment as of Q3 2026.

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