Root Financial Partners
ALH icon

Root Financial Partners’s Alliance Laundry Holdings ALH Stock Holding History

Root Financial Partners’s Portfolio ALH Stock Details ALH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.3K Buy
+61
New +$1.48K ﹤0.01% 2839
2026
Q2 		– Sell
-20
Closed -$415 – 3456
2026
Q1 		$415 Buy
+20
New +$435 ﹤0.01% 2926

Other funds holding ALH

Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Root Financial Partners opened a new position in Alliance Laundry Holdings (ALH) in Q3 2026: 61 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #2839 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ALH as recently as Q1 2026.

Root Financial Partners first reported a position in ALH in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold ALH as of Q3 2026.

  • Root Financial Partners held 61 shares of Alliance Laundry Holdings worth $1.3K as of Q3 2026.
  • Alliance Laundry Holdings was a new Root Financial Partners position in Q3 2026.
  • Alliance Laundry Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2839 holding.
  • Root Financial Partners first reported a position in Alliance Laundry Holdings in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Alliance Laundry Holdings as of Q3 2026.

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