Root Financial Partners
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Root Financial Partners’s Adeia ADEA Stock Holding History

Root Financial Partners’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.66K Buy
+221
New +$5.94K ﹤0.01% 2179
2026
Q2 		– Sell
-53
Closed -$1.27K – 448
2026
Q1 		$1.27K Buy
+53
New +$1.08K ﹤0.01% 2502

Other funds holding ADEA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

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

Root Financial Partners opened a new position in Adeia (ADEA) in Q3 2026: 221 shares worth $5.66K. The stake represents ﹤0.01% of the portfolio and ranks #2179 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ADEA as recently as Q1 2026.

Root Financial Partners first reported a position in ADEA in Q1 2026 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold ADEA as of Q3 2026.

  • Root Financial Partners held 221 shares of Adeia worth $5.66K as of Q3 2026.
  • Adeia was a new Root Financial Partners position in Q3 2026.
  • Adeia made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2179 holding.
  • Root Financial Partners first reported a position in Adeia in Q1 2026 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Adeia as of Q3 2026.

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