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Buckley Capital Advisors’s Root ROOT Stock Holding History

Buckley Capital Advisors’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 		– Sell
-174,554
Closed -$7.71M – 17
2026
Q1 		$7.71M Buy
174,554
+64,337
+58% +$3.75M 5.54% 7
2025
Q4 		$7.96M Buy
+110,217
New +$8.78M 5.6% 7

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
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
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Buckley Capital Advisors's ROOT Position: Q2 2026 in Review

Buckley Capital Advisors sold out of Root (ROOT) in Q2 2026, closing a stake of 174,554 shares — an estimated $7.71M sold.

Buckley Capital Advisors first reported a position in ROOT in Q4 2025 and held it in 2 quarters. The position peaked at $7.96M in Q4 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Buckley Capital Advisors reported no remaining Root position as of Q2 2026 after selling out during the quarter.
  • Buckley Capital Advisors sold 174,554 Root shares in Q2 2026, an estimated $7.71M.
  • Buckley Capital Advisors first reported a position in Root in Q4 2025 and held it in 2 quarters.
  • Buckley Capital Advisors's Root position peaked at $7.96M in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Buckley Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.