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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
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

Other funds holding UAN

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NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

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

Root Financial Partners sold out of CVR Partners (UAN) in Q2 2026, closing a stake of 600 shares — an estimated $76K sold.

Root Financial Partners first reported a position in UAN in Q3 2025 and held it in 3 quarters. The position peaked at $76K in Q1 2026. 14 funds tracked by Wall St. Rank hold UAN as of Q2 2026.

  • Root Financial Partners reported no remaining CVR Partners position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 600 CVR Partners shares in Q2 2026, an estimated $76K.
  • Root Financial Partners first reported a position in CVR Partners in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CVR Partners position peaked at $76K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held CVR Partners as of Q2 2026.

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