Root Financial Partners
KRT icon

Root Financial Partners’s Karat Packaging KRT Stock Holding History

Root Financial Partners’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.31K Buy
+63
New +$2.81K ﹤0.01% 2397
2026
Q2 		– Sell
-27
Closed -$754 – 1913
2026
Q1 		$754 Buy
+27
New +$680 ﹤0.01% 2712

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Vanguard Capital Management
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Geode Capital Management
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Dimensional Fund Advisors
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Boston Partners
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

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

Root Financial Partners opened a new position in Karat Packaging (KRT) in Q3 2026: 63 shares worth $3.31K. The stake represents ﹤0.01% of the portfolio and ranks #2397 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KRT as recently as Q1 2026.

Root Financial Partners first reported a position in KRT in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold KRT as of Q3 2026.

  • Root Financial Partners held 63 shares of Karat Packaging worth $3.31K as of Q3 2026.
  • Karat Packaging was a new Root Financial Partners position in Q3 2026.
  • Karat Packaging made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2397 holding.
  • Root Financial Partners first reported a position in Karat Packaging in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2026.

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