Root Financial Partners
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Root Financial Partners’s Aimco AIV Stock Holding History

Root Financial Partners’s Portfolio AIV Stock Details AIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$315 Buy
+159
New +$407 ﹤0.01% 3390
2026
Q2 		– Sell
-480
Closed -$1.95K – 493
2026
Q1 		$1.95K Buy
+480
New +$2.51K ﹤0.01% 2327

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Beverly Hills Private Wealth
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Creative Planning
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Merited Wealth
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

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

Root Financial Partners opened a new position in Aimco (AIV) in Q3 2026: 159 shares worth $315. The stake represents ﹤0.01% of the portfolio and ranks #3390 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AIV as recently as Q1 2026.

Root Financial Partners first reported a position in AIV in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.95K in Q1 2026. 53 funds tracked by Wall St. Rank hold AIV as of Q3 2026.

  • Root Financial Partners held 159 shares of Aimco worth $315 as of Q3 2026.
  • Aimco was a new Root Financial Partners position in Q3 2026.
  • Aimco made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3390 holding.
  • Root Financial Partners first reported a position in Aimco in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Aimco position peaked at $1.95K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Aimco as of Q3 2026.

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