Root Financial Partners
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Root Financial Partners’s American Airlines Group AAL Stock Holding History

Root Financial Partners’s Portfolio AAL Stock Details AAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$53.1K Buy
+3,974
New +$58K ﹤0.01% 1055
2026
Q2 		– Sell
-3,816
Closed -$41K – 412
2026
Q1 		$41K Buy
3,816
+949
+33% +$12.6K ﹤0.01% 966
2025
Q4 		$44K Buy
2,867
+160
+6% +$2.16K ﹤0.01% 771
2025
Q3 		$30.4K Buy
+2,707
New +$33.3K ﹤0.01% 884

Other funds holding AAL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Root Financial Partners opened a new position in American Airlines Group (AAL) in Q3 2026: 3,974 shares worth $53.1K. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AAL as recently as Q1 2026.

Root Financial Partners first reported a position in AAL in Q3 2025 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold AAL as of Q3 2026.

  • Root Financial Partners held 3,974 shares of American Airlines Group worth $53.1K as of Q3 2026.
  • American Airlines Group was a new Root Financial Partners position in Q3 2026.
  • American Airlines Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1055 holding.
  • Root Financial Partners first reported a position in American Airlines Group in Q3 2025 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held American Airlines Group as of Q3 2026.

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