Root Financial Partners
ALIT icon

Root Financial Partners’s Alight ALIT Stock Holding History

Root Financial Partners’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$45 Sell
5
-690
-99% -$10.6K ﹤0.01% 3731
2026
Q2 		$7.79K Buy
695
+252
+57% +$3.57K ﹤0.01% 410
2026
Q1 		$5.16K Buy
443
+435
+5,438% +$10.4K ﹤0.01% 1946
2025
Q4 		$312 Sell
8
-6
-43% -$299 ﹤0.01% 2259
2025
Q3 		$910 Buy
+14
New +$1.24K ﹤0.01% 2074

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Fidelity National Financial
Fidelity National Financial Jacksonville, Florida $2.64B AUM 28.78% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

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

Root Financial Partners reduced its Alight (ALIT) stake by 99% in Q3 2026, selling an estimated $10.6K and leaving 5 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #3731.

Root Financial Partners first reported a position in ALIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.79K in Q2 2026. 56 funds tracked by Wall St. Rank hold ALIT as of Q3 2026.

  • Root Financial Partners held 5 shares of Alight worth $45 as of Q3 2026.
  • Root Financial Partners sold 690 Alight shares in Q3 2026, an estimated $10.6K.
  • Alight made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3731 holding.
  • Root Financial Partners first reported a position in Alight in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Alight position peaked at $7.79K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held Alight as of Q3 2026.

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