RFP
AD

Root Financial Partners’s Array Digital Infrastructure AD Stock Holding History

Root Financial Partners’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.72K Buy
124
+76
+158% +$3.79K ﹤0.01% 1903
2025
Q4 		$2.57K Buy
48
+19
+66% +$937 ﹤0.01% 1946
2025
Q3 		$1.45K Buy
+29
New +$1.8K ﹤0.01% 2005

Other funds holding AD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Root Financial Partners's AD Position: Q1 2026 in Review

Root Financial Partners increased its Array Digital Infrastructure (AD) stake by 158% in Q1 2026, buying an estimated $3.79K and bringing the position to 124 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Root Financial Partners first reported a position in AD in Q3 2025 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold AD as of Q1 2026.

  • Root Financial Partners held 124 shares of Array Digital Infrastructure worth $5.72K as of Q1 2026.
  • Root Financial Partners bought 76 Array Digital Infrastructure shares in Q1 2026, an estimated $3.79K.
  • Array Digital Infrastructure made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1903 holding.
  • Root Financial Partners first reported a position in Array Digital Infrastructure in Q3 2025 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.