Superior Planning, LLC’s Root ROOT Stock Holding History

Superior Planning, LLC’s Portfolio ROOT Stock Details ROOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$922	Buy	+20	New	+$1.11K	﹤0.01%	1769

Other funds holding ROOT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

Tairen Capital Hong Kong $417M AUM 196.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's ROOT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Root (ROOT) in Q3 2026: 20 shares worth $922. The stake represents ﹤0.01% of the portfolio and ranks #1769 among its holdings.

89 funds tracked by Wall St. Rank hold ROOT as of Q3 2026.

Superior Planning, LLC held 20 shares of Root worth $922 as of Q3 2026.
Root was a new Superior Planning, LLC position in Q3 2026.
Root made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1769 holding.
89 funds tracked by Wall St. Rank held Root as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.