Root Financial Partners
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Root Financial Partners’s Allison Transmission ALSN Stock Holding History

Root Financial Partners’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$43.7K Buy
+386
New +$46.6K ﹤0.01% 1153
2026
Q2 		– Sell
-436
Closed -$51K – 519
2026
Q1 		$51K Buy
436
+17
+4% +$1.93K ﹤0.01% 867
2025
Q4 		$41K Sell
419
-767
-65% -$67.2K ﹤0.01% 801
2025
Q3 		$101K Buy
+1,186
New +$106K 0.01% 449

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

Root Financial Partners opened a new position in Allison Transmission (ALSN) in Q3 2026: 386 shares worth $43.7K. The stake represents ﹤0.01% of the portfolio and ranks #1153 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ALSN as recently as Q1 2026.

Root Financial Partners first reported a position in ALSN in Q3 2025 and has held it in 4 quarters since. The position peaked at $101K in Q3 2025. 478 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

  • Root Financial Partners held 386 shares of Allison Transmission worth $43.7K as of Q3 2026.
  • Allison Transmission was a new Root Financial Partners position in Q3 2026.
  • Allison Transmission made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1153 holding.
  • Root Financial Partners first reported a position in Allison Transmission in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Allison Transmission position peaked at $101K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

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