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
2022
Q1 		– Sell
-1,111
Closed -$62K – 8680
2021
Q4 		$62K Hold
1,111
– – ﹤0.01% 7114
2021
Q3 		$105K Buy
+1,111
New +$138K ﹤0.01% 6696
2021
Q2 		– Sell
-389
Closed -$89K – 8032
2021
Q1 		$89K Buy
+389
New +$118K ﹤0.01% 6443

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 $6.73T AUM 46.02% 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 $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 $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.