RFP
AL

Root Financial Partners’s Air Lease Corp AL Stock Holding History

Root Financial Partners’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-481
Closed -$31.2K – 499
2026
Q1 		$31.2K Buy
481
+116
+32% +$7.49K ﹤0.01% 1096
2025
Q4 		$23.4K Buy
365
+2
+0.6% +$128 ﹤0.01% 1098
2025
Q3 		$23.1K Buy
+363
New +$21.7K ﹤0.01% 1042

Other funds holding AL

WG
Wellington Group Indianapolis, Indiana $325M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Root Financial Partners's AL Position: Q2 2026 in Review

Root Financial Partners sold out of Air Lease Corp (AL) in Q2 2026, closing a stake of 481 shares — an estimated $31.2K sold.

Root Financial Partners first reported a position in AL in Q3 2025 and held it in 3 quarters. The position peaked at $31.2K in Q1 2026. 4 funds tracked by Wall St. Rank hold AL as of Q2 2026.

  • Root Financial Partners reported no remaining Air Lease Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 481 Air Lease Corp shares in Q2 2026, an estimated $31.2K.
  • Root Financial Partners first reported a position in Air Lease Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Air Lease Corp position peaked at $31.2K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.