Root Financial Partners
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Root Financial Partners’s CVR Partners UAN Stock Holding History

Root Financial Partners’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.31K Buy
+51
New +$6.35K ﹤0.01% 2136
2026
Q2 		– Sell
-600
Closed -$76K – 3000
2026
Q1 		$76K Hold
600
– – ﹤0.01% 690
2025
Q4 		$61.5K Hold
600
– – ﹤0.01% 640
2025
Q3 		$54.1K Buy
+600
New +$54.1K ﹤0.01% 642

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Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return
SP Asset Management
SP Asset Management Cupertino, California $1.3B AUM 20.98% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

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

Root Financial Partners opened a new position in CVR Partners (UAN) in Q3 2026: 51 shares worth $6.31K. The stake represents ﹤0.01% of the portfolio and ranks #2136 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UAN as recently as Q1 2026.

Root Financial Partners first reported a position in UAN in Q3 2025 and has held it in 4 quarters since. The position peaked at $76K in Q1 2026. 37 funds tracked by Wall St. Rank hold UAN as of Q3 2026.

  • Root Financial Partners held 51 shares of CVR Partners worth $6.31K as of Q3 2026.
  • CVR Partners was a new Root Financial Partners position in Q3 2026.
  • CVR Partners made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2136 holding.
  • Root Financial Partners first reported a position in CVR Partners in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's CVR Partners position peaked at $76K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held CVR Partners as of Q3 2026.

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