Root Financial Partners
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Root Financial Partners’s Archer Aviation ACHR Stock Holding History

Root Financial Partners’s Portfolio ACHR Stock Details ACHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.8K Buy
+1,969
New +$10.7K ﹤0.01% 1924
2026
Q2 		– Sell
-1,536
Closed -$7.94K – 431
2026
Q1 		$7.94K Hold
1,536
– – ﹤0.01% 1767
2025
Q4 		$11.6K Buy
1,536
+502
+49% +$4.72K ﹤0.01% 1438
2025
Q3 		$9.9K Buy
+1,034
New +$10.2K ﹤0.01% 1450

Other funds holding ACHR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in Archer Aviation (ACHR) in Q3 2026: 1,969 shares worth $9.8K. The stake represents ﹤0.01% of the portfolio and ranks #1924 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ACHR as recently as Q1 2026.

Root Financial Partners first reported a position in ACHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.6K in Q4 2025. 470 funds tracked by Wall St. Rank hold ACHR as of Q3 2026.

  • Root Financial Partners held 1,969 shares of Archer Aviation worth $9.8K as of Q3 2026.
  • Archer Aviation was a new Root Financial Partners position in Q3 2026.
  • Archer Aviation made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1924 holding.
  • Root Financial Partners first reported a position in Archer Aviation in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Archer Aviation position peaked at $11.6K in Q4 2025.
  • 470 funds tracked by Wall St. Rank held Archer Aviation as of Q3 2026.

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