Root Financial Partners
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Root Financial Partners’s American Assets Trust AAT Stock Holding History

Root Financial Partners’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.89K Buy
+230
New +$5.33K ﹤0.01% 2240
2026
Q2 		– Sell
-125
Closed -$2.3K – 416
2026
Q1 		$2.3K Buy
+125
New +$2.34K ﹤0.01% 2260

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Geode Capital Management
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Private Management Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Root Financial Partners opened a new position in American Assets Trust (AAT) in Q3 2026: 230 shares worth $4.89K. The stake represents ﹤0.01% of the portfolio and ranks #2240 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AAT as recently as Q1 2026.

Root Financial Partners first reported a position in AAT in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold AAT as of Q3 2026.

  • Root Financial Partners held 230 shares of American Assets Trust worth $4.89K as of Q3 2026.
  • American Assets Trust was a new Root Financial Partners position in Q3 2026.
  • American Assets Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2240 holding.
  • Root Financial Partners first reported a position in American Assets Trust in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2026.

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