RFP
ADAM

Root Financial Partners’s Adamas Trust ADAM Stock Holding History

Root Financial Partners’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.38K Buy
+188
New +$1.5K ﹤0.01% 2468

Other funds holding ADAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Root Financial Partners opened a new position in Adamas Trust (ADAM) in Q1 2026: 188 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #2468 among its holdings.

186 funds tracked by Wall St. Rank hold ADAM as of Q1 2026.

  • Root Financial Partners held 188 shares of Adamas Trust worth $1.38K as of Q1 2026.
  • Adamas Trust was a new Root Financial Partners position in Q1 2026.
  • Adamas Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2468 holding.
  • 186 funds tracked by Wall St. Rank held Adamas Trust as of Q1 2026.

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