Root Financial Partners
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Root Financial Partners’s Alamos Gold AGI Stock Holding History

Root Financial Partners’s Portfolio AGI Stock Details AGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.88K Buy
+58
New +$1.91K ﹤0.01% 2676
2026
Q2 		– Sell
-11
Closed -$489 – 475
2026
Q1 		$489 Buy
+11
New +$485 ﹤0.01% 2871

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Generate Investment Management
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CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
EOFM
Eschaton Opportunities Fund Management Miami, Florida $487M AUM 37.33% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return
McAlvany Wealth Management
McAlvany Wealth Management Durango, Colorado $165M AUM 27.03% 1-Year Est. Return

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

Root Financial Partners opened a new position in Alamos Gold (AGI) in Q3 2026: 58 shares worth $1.88K. The stake represents ﹤0.01% of the portfolio and ranks #2676 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AGI as recently as Q1 2026.

Root Financial Partners first reported a position in AGI in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold AGI as of Q3 2026.

  • Root Financial Partners held 58 shares of Alamos Gold worth $1.88K as of Q3 2026.
  • Alamos Gold was a new Root Financial Partners position in Q3 2026.
  • Alamos Gold made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2676 holding.
  • Root Financial Partners first reported a position in Alamos Gold in Q1 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Alamos Gold as of Q3 2026.

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