Root Financial Partners
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Root Financial Partners’s Alector ALEC Stock Holding History

Root Financial Partners’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$311 Buy
+168
New +$324 ﹤0.01% 3395
2026
Q2 		– Sell
-305
Closed -$656 – 504
2026
Q1 		$656 Buy
+305
New +$613 ﹤0.01% 2768

Other funds holding ALEC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.16B AUM 31.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Merck & Co
Merck & Co Rahway, New Jersey $820M AUM 395.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Spruce Street Capital
Spruce Street Capital New York $629M AUM 210.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Medici Capital
Medici Capital Newport Beach, California $59.6M AUM 18.19% 1-Year Est. Return

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

Root Financial Partners opened a new position in Alector (ALEC) in Q3 2026: 168 shares worth $311. The stake represents ﹤0.01% of the portfolio and ranks #3395 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ALEC as recently as Q1 2026.

Root Financial Partners first reported a position in ALEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $656 in Q1 2026. 81 funds tracked by Wall St. Rank hold ALEC as of Q3 2026.

  • Root Financial Partners held 168 shares of Alector worth $311 as of Q3 2026.
  • Alector was a new Root Financial Partners position in Q3 2026.
  • Alector made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3395 holding.
  • Root Financial Partners first reported a position in Alector in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Alector position peaked at $656 in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Alector as of Q3 2026.

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