Bank of New York Mellon
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Bank of New York Mellon’s Root ROOT Stock Holding History

Bank of New York Mellon’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 		$2.19M Buy
39,090
+2,950
+8% +$157K ﹤0.01% 2902
2026
Q1 		$1.6M Sell
36,140
-5,465
-13% -$319K ﹤0.01% 2939
2025
Q4 		$3.01M Buy
41,605
+4,588
+12% +$365K ﹤0.01% 2619
2025
Q3 		$3.31M Buy
37,017
+2,748
+8% +$288K ﹤0.01% 2550
2025
Q2 		$4.39M Buy
34,269
+4,561
+15% +$618K ﹤0.01% 2349
2025
Q1 		$3.96M Buy
29,708
+5,270
+22% +$604K ﹤0.01% 2344
2024
Q4 		$1.77M Buy
24,438
+6,465
+36% +$447K ﹤0.01% 2808
2024
Q3 		$679K Sell
17,973
-6,830
-28% -$353K ﹤0.01% 3344
2024
Q2 		$1.28M Buy
+24,803
New +$1.44M ﹤0.01% 3055
2023
Q2 		– Sell
-23,897
Closed -$108K – 4449
2023
Q1 		$108K Buy
23,897
+10
+0% +$51 ﹤0.01% 4062
2022
Q4 		$107K Sell
23,887
-405
-2% -$2.79K ﹤0.01% 4100
2022
Q3 		$191K Buy
24,292
+4,463
+23% +$69.9K ﹤0.01% 4034
2022
Q2 		$425K Buy
19,829
+18,196
+1,114% +$493K ﹤0.01% 3693
2022
Q1 		$58K Hold
1,633
– – ﹤0.01% 4499
2021
Q4 		$91K Hold
1,633
– – ﹤0.01% 4411
2021
Q3 		$155K Buy
1,633
+842
+106% +$104K ﹤0.01% 4258
2021
Q2 		$154K Sell
791
-63
-7% -$11.9K ﹤0.01% 4146
2021
Q1 		$195K Sell
854
-53
-6% -$16K ﹤0.01% 4065
2020
Q4 		$257K Buy
+907
New +$299K ﹤0.01% 3886

Other funds holding ROOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of New York Mellon's ROOT Position: Q2 2026 in Review

Bank of New York Mellon increased its Root (ROOT) stake by 8.2% in Q2 2026, buying an estimated $157K and bringing the position to 39,090 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2902.

Bank of New York Mellon first reported a position in ROOT in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.39M in Q2 2025. 64 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Bank of New York Mellon held 39,090 shares of Root worth $2.19M as of Q2 2026.
  • Bank of New York Mellon bought 2,950 Root shares in Q2 2026, an estimated $157K.
  • Root made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2902 holding.
  • Bank of New York Mellon first reported a position in Root in Q4 2020 and has held it in 19 quarters since.
  • Bank of New York Mellon's Root position peaked at $4.39M in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.