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Root Financial Partners, LLC → CVLG

Root Financial Partners, LLC CVLG Position History

Covenant Logistics Group, Inc. • Transportation & Utilities

Quarters held
1
Latest value
$711
Q3 2026
Peak value
$711
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$71122——

Other funds holding CVLG

QUADRANT CAPITAL GROUP LLC
$49M
PATTON ALBERTSON MILLER GROUP, LLC
$25.8M
BlackRock Finance, Inc.
$23.8M
STATE STREET CORP
$19.6M
STATE STREET CORP
$19.6M
PATTON ALBERTSON MILLER GROUP, LLC
$18.9M
BlackRock Finance, Inc.
$16M
First Eagle Investment Management, LLC
$15.9M

Other Root Financial Partners, LLC positions

CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$202.9M
CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$186.8M
CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$162.3M
HONA

DIMENSIONAL CORE FIXED INCOME ETF

$161.8M
HONA

DIMENSIONAL CORE FIXED INCOME ETF

$158.7M
CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$151.2M
CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$137.4M
HONA

DIMENSIONAL CORE FIXED INCOME ETF

$137.1M