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Allworth Financial’s Root ROOT Stock Holding History

Allworth Financial’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
Q2 		$5.82K Buy
104
+75
+259% +$4K ﹤0.01% 4043
2026
Q1 		$1.28K Buy
29
+24
+480% +$1.4K ﹤0.01% 4500
2025
Q4 		$362 Sell
5
-18
-78% -$1.43K ﹤0.01% 4606
2025
Q3 		$2.06K Buy
23
+12
+109% +$1.26K ﹤0.01% 3988
2025
Q2 		$1.41K Buy
11
+8
+267% +$1.08K ﹤0.01% 3850
2025
Q1 		$451 Buy
+3
New +$344 ﹤0.01% 3709

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Allworth Financial's ROOT Position: Q2 2026 in Review

Allworth Financial increased its Root (ROOT) stake by 259% in Q2 2026, buying an estimated $4K and bringing the position to 104 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #4043.

Allworth Financial first reported a position in ROOT in Q1 2025 and has held it in 6 quarters since. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Allworth Financial held 104 shares of Root worth $5.82K as of Q2 2026.
  • Allworth Financial bought 75 Root shares in Q2 2026, an estimated $4K.
  • Root made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4043 holding.
  • Allworth Financial first reported a position in Root in Q1 2025 and has held it in 6 quarters since.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.