Bank of America
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Bank of America’s Root ROOT Stock Holding History

Bank of America’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 		$5.64M Sell
127,581
-12,057
-9% -$703K ﹤0.01% 3374
2025
Q4 		$10.1M Buy
139,638
+46,348
+50% +$3.69M ﹤0.01% 2845
2025
Q3 		$8.35M Buy
93,290
+60,579
+185% +$6.35M ﹤0.01% 3479
2025
Q2 		$4.19M Sell
32,711
-41,074
-56% -$5.56M ﹤0.01% 4081
2025
Q1 		$9.85M Buy
73,785
+15,187
+26% +$1.74M ﹤0.01% 3149
2024
Q4 		$4.25M Buy
58,598
+10,026
+21% +$692K ﹤0.01% 3741
2024
Q3 		$1.84M Buy
48,572
+36,210
+293% +$1.87M ﹤0.01% 4623
2024
Q2 		$638K Sell
12,362
-9,139
-43% -$529K ﹤0.01% 5188
2024
Q1 		$1.31M Buy
21,501
+13,994
+186% +$329K ﹤0.01% 4753
2023
Q4 		$78.7K Buy
7,507
+7,025
+1,457% +$69.7K ﹤0.01% 6470
2023
Q3 		$4.58K Sell
482
-1,710
-78% -$17.7K ﹤0.01% 7016
2023
Q2 		$19.6K Sell
2,192
-10,446
-83% -$57.8K ﹤0.01% 6710
2023
Q1 		$57K Sell
12,638
-1,574
-11% -$7.97K ﹤0.01% 6460
2022
Q4 		$63.8K Buy
14,212
+4,709
+50% +$32.5K ﹤0.01% 6403
2022
Q3 		$74K Buy
9,503
+8,226
+644% +$129K ﹤0.01% 6498
2022
Q2 		$28K Sell
1,277
-418
-25% -$11.3K ﹤0.01% 7073
2022
Q1 		$60K Buy
1,695
+172
+11% +$6.2K ﹤0.01% 7098
2021
Q4 		$85K Sell
1,523
-1,647
-52% -$129K ﹤0.01% 6955
2021
Q3 		$300K Buy
3,170
+3,075
+3,237% +$381K ﹤0.01% 6008
2021
Q2 		$18K Sell
95
-393
-81% -$74.3K ﹤0.01% 7170
2021
Q1 		$112K Buy
488
+393
+414% +$119K ﹤0.01% 6337
2020
Q4 		$27K Buy
+95
New +$31.4K ﹤0.01% 6519

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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America's ROOT Position: Q1 2026 in Review

Bank of America reduced its Root (ROOT) stake by 8.6% in Q1 2026, selling an estimated $703K and leaving 127,581 shares worth $5.64M. The position accounts for ﹤0.01% of the portfolio, ranked #3374.

Bank of America first reported a position in ROOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.1M in Q4 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Bank of America held 127,581 shares of Root worth $5.64M as of Q1 2026.
  • Bank of America sold 12,057 Root shares in Q1 2026, an estimated $703K.
  • Root made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3374 holding.
  • Bank of America first reported a position in Root in Q4 2020 and has held it in 22 quarters since.
  • Bank of America's Root position peaked at $10.1M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.