Root Financial Partners
ALB icon

Root Financial Partners’s Albemarle ALB Stock Holding History

Root Financial Partners’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$82K Buy
+775
New +$96.2K ﹤0.01% 840
2026
Q2 		– Sell
-722
Closed -$130K – 501
2026
Q1 		$130K Buy
722
+423
+141% +$72.2K 0.01% 464
2025
Q4 		$42.3K Buy
299
+164
+121% +$18.6K ﹤0.01% 786
2025
Q3 		$10.9K Buy
+135
New +$10.4K ﹤0.01% 1419

Other funds holding ALB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

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

Root Financial Partners opened a new position in Albemarle (ALB) in Q3 2026: 775 shares worth $82K. The stake represents ﹤0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ALB as recently as Q1 2026.

Root Financial Partners first reported a position in ALB in Q3 2025 and has held it in 4 quarters since. The position peaked at $130K in Q1 2026. 708 funds tracked by Wall St. Rank hold ALB as of Q3 2026.

  • Root Financial Partners held 775 shares of Albemarle worth $82K as of Q3 2026.
  • Albemarle was a new Root Financial Partners position in Q3 2026.
  • Albemarle made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #840 holding.
  • Root Financial Partners first reported a position in Albemarle in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Albemarle position peaked at $130K in Q1 2026.
  • 708 funds tracked by Wall St. Rank held Albemarle as of Q3 2026.

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