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Root Financial Partners’s Alaska Air ALK Stock Holding History

Root Financial Partners’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9K Buy
379
+172
+83% +$8.29K ﹤0.01% 1529
2025
Q4 		$10.4K Sell
207
-86
-29% -$3.98K ﹤0.01% 1477
2025
Q3 		$14.6K Buy
+293
New +$16.3K ﹤0.01% 1275

Other funds holding ALK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Root Financial Partners increased its Alaska Air (ALK) stake by 83% in Q1 2026, buying an estimated $8.29K and bringing the position to 379 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Root Financial Partners first reported a position in ALK in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.6K in Q3 2025. 449 funds tracked by Wall St. Rank hold ALK as of Q1 2026.

  • Root Financial Partners held 379 shares of Alaska Air worth $13.9K as of Q1 2026.
  • Root Financial Partners bought 172 Alaska Air shares in Q1 2026, an estimated $8.29K.
  • Alaska Air made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1529 holding.
  • Root Financial Partners first reported a position in Alaska Air in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Alaska Air position peaked at $14.6K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Alaska Air as of Q1 2026.

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