CoreCap Advisors
ROOT icon

CoreCap Advisors’s Root ROOT Stock Holding History

CoreCap 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
Q3 		$2.12K Sell
46
-704
-94% -$39K ﹤0.01% 2488
2026
Q2 		$41.9K Buy
+750
New +$40K ﹤0.01% 1481
2025
Q2 		– Sell
-17
Closed -$2.27K – 3169
2025
Q1 		$2.27K Buy
17
+9
+113% +$1.03K ﹤0.01% 2315
2024
Q4 		$581 Buy
+8
New +$553 ﹤0.01% 2467

Other funds holding ROOT

TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

CoreCap Advisors's ROOT Position: Q3 2026 in Review

CoreCap Advisors reduced its Root (ROOT) stake by 94% in Q3 2026, selling an estimated $39K and leaving 46 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

CoreCap Advisors first reported a position in ROOT in Q4 2024 and has held it in 4 quarters since. The position peaked at $41.9K in Q2 2026. 8 funds tracked by Wall St. Rank hold ROOT as of Q3 2026.

  • CoreCap Advisors held 46 shares of Root worth $2.12K as of Q3 2026.
  • CoreCap Advisors sold 704 Root shares in Q3 2026, an estimated $39K.
  • Root made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2488 holding.
  • CoreCap Advisors first reported a position in Root in Q4 2024 and has held it in 4 quarters since.
  • CoreCap Advisors's Root position peaked at $41.9K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Root as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.