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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
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

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

CoreCap Advisors's ROOT Position: Q2 2026 in Review

CoreCap Advisors opened a new position in Root (ROOT) in Q2 2026: 750 shares worth $41.9K. The stake represents ﹤0.01% of the portfolio and ranks #1481 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in ROOT as recently as Q1 2025.

CoreCap Advisors first reported a position in ROOT in Q4 2024 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • CoreCap Advisors held 750 shares of Root worth $41.9K as of Q2 2026.
  • Root was a new CoreCap Advisors position in Q2 2026.
  • Root made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1481 holding.
  • CoreCap Advisors first reported a position in Root in Q4 2024 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.