Root Financial Partners
ARI icon

Root Financial Partners’s Apollo Commercial Real Estate ARI Stock Holding History

Root Financial Partners’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-326
Closed -$3.44K – 588
2026
Q1 		$3.44K Buy
+326
New +$3.39K ﹤0.01% 2091

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

Root Financial Partners sold out of Apollo Commercial Real Estate (ARI) in Q2 2026, closing a stake of 326 shares — an estimated $3.44K sold.

Root Financial Partners first reported a position in ARI in Q1 2026 and held it in 1 quarter. The position peaked at $3.44K in Q1 2026. 286 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Root Financial Partners reported no remaining Apollo Commercial Real Estate position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 326 Apollo Commercial Real Estate shares in Q2 2026, an estimated $3.44K.
  • Root Financial Partners first reported a position in Apollo Commercial Real Estate in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Apollo Commercial Real Estate position peaked at $3.44K in Q1 2026.
  • 286 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

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