Root Financial Partners
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Root Financial Partners’s Alexander's ALX Stock Holding History

Root Financial Partners’s Portfolio ALX Stock Details ALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.15K Buy
+29
New +$7.71K ﹤0.01% 2077
2026
Q2 		– Sell
-21
Closed -$4.96K – 522
2026
Q1 		$4.96K Buy
+21
New +$5K ﹤0.01% 1963

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return
Beverly Hills Private Wealth
Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return

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

Root Financial Partners opened a new position in Alexander's (ALX) in Q3 2026: 29 shares worth $7.15K. The stake represents ﹤0.01% of the portfolio and ranks #2077 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ALX as recently as Q1 2026.

Root Financial Partners first reported a position in ALX in Q1 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold ALX as of Q3 2026.

  • Root Financial Partners held 29 shares of Alexander's worth $7.15K as of Q3 2026.
  • Alexander's was a new Root Financial Partners position in Q3 2026.
  • Alexander's made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2077 holding.
  • Root Financial Partners first reported a position in Alexander's in Q1 2026 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Alexander's as of Q3 2026.

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