Root Financial Partners
LAW icon

Root Financial Partners’s CS Disco LAW Stock Holding History

Root Financial Partners’s Portfolio LAW Stock Details LAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.34K Buy
+327
New +$1.36K ﹤0.01% 2811
2026
Q2 		– Sell
-264
Closed -$1.01K – 1932
2026
Q1 		$1.01K Buy
+264
New +$1.3K ﹤0.01% 2612

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Wealth Enhancement Advisory Services
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Williams & Novak
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Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
SBI Securities
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Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in CS Disco (LAW) in Q3 2026: 327 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #2811 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LAW as recently as Q1 2026.

Root Financial Partners first reported a position in LAW in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold LAW as of Q3 2026.

  • Root Financial Partners held 327 shares of CS Disco worth $1.34K as of Q3 2026.
  • CS Disco was a new Root Financial Partners position in Q3 2026.
  • CS Disco made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2811 holding.
  • Root Financial Partners first reported a position in CS Disco in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held CS Disco as of Q3 2026.

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