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 Q2	–	Sell	-21	Closed	-$4.96K	–	522
2026 Q1	$4.96K	Buy	+21	New	+$5K	﹤0.01%	1963

Other funds holding ALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Root Financial Partners's ALX Position: Q2 2026 in Review

Root Financial Partners sold out of Alexander's (ALX) in Q2 2026, closing a stake of 21 shares — an estimated $4.96K sold.

Root Financial Partners first reported a position in ALX in Q1 2026 and held it in 1 quarter. The position peaked at $4.96K in Q1 2026. 153 funds tracked by Wall St. Rank hold ALX as of Q2 2026.

Root Financial Partners reported no remaining Alexander's position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 21 Alexander's shares in Q2 2026, an estimated $4.96K.
Root Financial Partners first reported a position in Alexander's in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Alexander's position peaked at $4.96K in Q1 2026.
153 funds tracked by Wall St. Rank held Alexander's as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.