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Root Financial Partners’s FTAI Aviation FTAI Stock Holding History

Root Financial Partners’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-155
Closed -$38K – 1451
2026
Q1 		$38K Buy
155
+45
+41% +$11.9K ﹤0.01% 1001
2025
Q4 		$21.7K Buy
110
+60
+120% +$10.2K ﹤0.01% 1146
2025
Q3 		$8.34K Buy
+50
New +$7.11K ﹤0.01% 1524

Other funds holding FTAI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Root Financial Partners sold out of FTAI Aviation (FTAI) in Q2 2026, closing a stake of 155 shares — an estimated $38K sold.

Root Financial Partners first reported a position in FTAI in Q3 2025 and held it in 3 quarters. The position peaked at $38K in Q1 2026. 684 funds tracked by Wall St. Rank hold FTAI as of Q2 2026.

  • Root Financial Partners reported no remaining FTAI Aviation position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 155 FTAI Aviation shares in Q2 2026, an estimated $38K.
  • Root Financial Partners first reported a position in FTAI Aviation in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's FTAI Aviation position peaked at $38K in Q1 2026.
  • 684 funds tracked by Wall St. Rank held FTAI Aviation as of Q2 2026.

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