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Campbell & Co Investment Adviser’s Root ROOT Stock Holding History

Campbell & Co Investment Adviser’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
-13,065
Closed -$577K – 1313
2026
Q1 		$577K Sell
13,065
-2,159
-14% -$126K 0.03% 699
2025
Q4 		$1.1M Buy
+15,224
New +$1.21M 0.05% 534

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return

Campbell & Co Investment Adviser's ROOT Position: Q2 2026 in Review

Campbell & Co Investment Adviser sold out of Root (ROOT) in Q2 2026, closing a stake of 13,065 shares — an estimated $577K sold.

Campbell & Co Investment Adviser first reported a position in ROOT in Q4 2025 and held it in 2 quarters. The position peaked at $1.1M in Q4 2025. 52 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Campbell & Co Investment Adviser reported no remaining Root position as of Q2 2026 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 13,065 Root shares in Q2 2026, an estimated $577K.
  • Campbell & Co Investment Adviser first reported a position in Root in Q4 2025 and held it in 2 quarters.
  • Campbell & Co Investment Adviser's Root position peaked at $1.1M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.