Capital Advisors Ltd’s Root ROOT Stock Holding History

Capital Advisors Ltd’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	$17K	Hold	308	–	–	﹤0.01%	737
2026 Q1	$14K	Hold	308	–	–	﹤0.01%	758
2025 Q4	$22K	Hold	308	–	–	﹤0.01%	633
2025 Q3	$28K	Hold	308	–	–	﹤0.01%	585
2025 Q2	$39K	Hold	308	–	–	﹤0.01%	518
2025 Q1	$41K	Hold	308	–	–	0.01%	498
2024 Q4	$22K	Hold	308	–	–	﹤0.01%	605
2024 Q3	$12K	Hold	308	–	–	﹤0.01%	739
2024 Q2	$16K	Hold	308	–	–	﹤0.01%	636
2024 Q1	$19K	Hold	308	–	–	﹤0.01%	598
2023 Q4	$3K	Hold	308	–	–	﹤0.01%	961
2023 Q3	$3K	Hold	308	–	–	﹤0.01%	953
2023 Q2	$3K	Buy	308 +230	+295%	+$1.27K	﹤0.01%	958
2023 Q1	$0	Buy	+78	New	+$395	﹤0.01%	1503

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

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

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

Capital Advisors Ltd held its Root (ROOT) position steady in Q2 2026 at 308 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Capital Advisors Ltd first reported a position in ROOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $41K in Q1 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

Capital Advisors Ltd held 308 shares of Root worth $17K as of Q2 2026.
Capital Advisors Ltd left its Root share count unchanged in Q2 2026.
Root made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #737 holding.
Capital Advisors Ltd first reported a position in Root in Q1 2023 and has held it in 14 quarters since.
Capital Advisors Ltd's Root position peaked at $41K in Q1 2025.
160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.