AmeriFlex Group’s Root ROOT Stock Holding History

AmeriFlex Group’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	–	Sell	-100	Closed	-$7.22K	–	1163
2025 Q4	$7.22K	Sell	100 -100	-50%	-$7.97K	﹤0.01%	772
2025 Q3	$17.9K	Buy	+200	New	+$21K	0.01%	662

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

FCM

Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AmeriFlex Group's ROOT Position: Q1 2026 in Review

AmeriFlex Group sold out of Root (ROOT) in Q1 2026, closing a stake of 100 shares — an estimated $7.22K sold.

AmeriFlex Group first reported a position in ROOT in Q3 2025 and held it in 2 quarters. The position peaked at $17.9K in Q3 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

AmeriFlex Group reported no remaining Root position as of Q1 2026 after selling out during the quarter.
AmeriFlex Group sold 100 Root shares in Q1 2026, an estimated $7.22K.
AmeriFlex Group first reported a position in Root in Q3 2025 and held it in 2 quarters.
AmeriFlex Group's Root position peaked at $17.9K in Q3 2025.
149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.