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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's ALB Position: Q1 2026 in Review

Root Financial Partners increased its Albemarle (ALB) stake by 141% in Q1 2026, buying an estimated $72.2K and bringing the position to 722 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #464.

Root Financial Partners first reported a position in ALB in Q3 2025 and has held it in 3 quarters since. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

  • Root Financial Partners held 722 shares of Albemarle worth $130K as of Q1 2026.
  • Root Financial Partners bought 423 Albemarle shares in Q1 2026, an estimated $72.2K.
  • Albemarle made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #464 holding.
  • Root Financial Partners first reported a position in Albemarle in Q3 2025 and has held it in 3 quarters since.
  • 982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.