Root Financial Partners
ADV icon

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
Q3 		$26 Buy
+1
New +$35 ﹤0.01% 3772
2026
Q2 		– Sell
-1
Closed -$21 – 456
2026
Q1 		$21 Buy
+1
New +$19 ﹤0.01% 3434

Other funds holding ADV

SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Clayton Financial Group
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Root Financial Partners opened a new position in Advantage Solutions (ADV) in Q3 2026: 1 share worth $26. The stake represents ﹤0.01% of the portfolio and ranks #3772 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ADV as recently as Q1 2026.

Root Financial Partners first reported a position in ADV in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold ADV as of Q3 2026.

  • Root Financial Partners held 1 share of Advantage Solutions worth $26 as of Q3 2026.
  • Advantage Solutions was a new Root Financial Partners position in Q3 2026.
  • Advantage Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3772 holding.
  • Root Financial Partners first reported a position in Advantage Solutions in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Advantage Solutions as of Q3 2026.

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