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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
Q2 		– Sell
-124
Closed -$5.72K – 3043
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Root Financial Partners's AD Position: Q2 2026 in Review

Root Financial Partners sold out of Array Digital Infrastructure (AD) in Q2 2026, closing a stake of 124 shares — an estimated $5.72K sold.

Root Financial Partners first reported a position in AD in Q3 2025 and held it in 3 quarters. The position peaked at $5.72K in Q1 2026. 138 funds tracked by Wall St. Rank hold AD as of Q2 2026.

  • Root Financial Partners reported no remaining Array Digital Infrastructure position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 124 Array Digital Infrastructure shares in Q2 2026, an estimated $5.72K.
  • Root Financial Partners first reported a position in Array Digital Infrastructure in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Array Digital Infrastructure position peaked at $5.72K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.