BFO
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Boston Family Office’s Root ROOT Stock Holding History

Boston Family Office’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
-6,869
Closed -$496K – 316
2025
Q4 		$496K Hold
6,869
– – 0.03% 215
2025
Q3 		$615K Hold
6,869
– – 0.04% 195
2025
Q2 		$879K Buy
+6,869
New +$930K 0.06% 168
2021
Q4 		– Sell
-7,665
Closed -$727K – 286
2021
Q3 		$727K Sell
7,665
-1,741
-19% -$216K 0.05% 176
2021
Q2 		$1.83M Buy
+9,406
New +$1.78M 0.13% 125

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
Capital Research Global Investors
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
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

Boston Family Office's ROOT Position: Q1 2026 in Review

Boston Family Office sold out of Root (ROOT) in Q1 2026, closing a stake of 6,869 shares — an estimated $496K sold.

Boston Family Office first reported a position in ROOT in Q2 2021 and held it in 5 quarters. The position peaked at $1.83M in Q2 2021. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Boston Family Office reported no remaining Root position as of Q1 2026 after selling out during the quarter.
  • Boston Family Office sold 6,869 Root shares in Q1 2026, an estimated $496K.
  • Boston Family Office first reported a position in Root in Q2 2021 and held it in 5 quarters.
  • Boston Family Office's Root position peaked at $1.83M in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.