Advisory Services Network’s Root ROOT Stock Holding History

Advisory Services Network’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 Q1	$88	Buy	+2	New	+$117	﹤0.01%	4707
2025 Q4	–	Sell	-1,605	Closed	-$144K	–	3758
2025 Q3	$144K	Buy	+1,605	New	+$168K	﹤0.01%	1869
2023 Q1	–	Sell	-21	Closed	-$94	–	4115
2022 Q4	$94	Buy	+21	New	+$145	﹤0.01%	3912
2021 Q3	–	Sell	-96	Closed	-$19K	–	2861
2021 Q2	$19K	Buy	+96	New	+$18.1K	﹤0.01%	2530

Other funds holding ROOT

RMC

Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FCM

Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advisory Services Network's ROOT Position: Q1 2026 in Review

Advisory Services Network opened a new position in Root (ROOT) in Q1 2026: 2 shares worth $88. The stake represents ﹤0.01% of the portfolio and ranks #4707 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in ROOT as recently as Q3 2025.

Advisory Services Network first reported a position in ROOT in Q2 2021 and has held it in 4 quarters since. The position peaked at $144K in Q3 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

Advisory Services Network held 2 shares of Root worth $88 as of Q1 2026.
Root was a new Advisory Services Network position in Q1 2026.
Root made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4707 holding.
Advisory Services Network first reported a position in Root in Q2 2021 and has held it in 4 quarters since.
Advisory Services Network's Root position peaked at $144K in Q3 2025.
149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.