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Root Financial Partners’s Advantage Solutions ADV Stock Holding History

Root Financial Partners’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21 Buy
+1
New +$19 ﹤0.01% 3434

Other funds holding ADV

CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

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

Root Financial Partners opened a new position in Advantage Solutions (ADV) in Q1 2026: 1 share worth $21. The stake represents ﹤0.01% of the portfolio and ranks #3434 among its holdings.

69 funds tracked by Wall St. Rank hold ADV as of Q1 2026.

  • Root Financial Partners held 1 share of Advantage Solutions worth $21 as of Q1 2026.
  • Advantage Solutions was a new Root Financial Partners position in Q1 2026.
  • Advantage Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3434 holding.
  • 69 funds tracked by Wall St. Rank held Advantage Solutions as of Q1 2026.

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