FFA
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Farther Finance Advisors’s Root ROOT Stock Holding History

Farther Finance 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 		$4.64K Buy
83
+35
+73% +$1.87K ﹤0.01% 4839
2026
Q1 		$2.08K Sell
48
-2
-4% -$117 ﹤0.01% 4888
2025
Q4 		$3.61K Buy
50
+30
+150% +$2.39K ﹤0.01% 4463
2025
Q3 		$1.79K Buy
20
+19
+1,900% +$1.99K ﹤0.01% 4180
2025
Q2 		$128 Buy
+1
New +$135 ﹤0.01% 4277

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

Farther Finance Advisors's ROOT Position: Q2 2026 in Review

Farther Finance Advisors increased its Root (ROOT) stake by 73% in Q2 2026, buying an estimated $1.87K and bringing the position to 83 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #4839.

Farther Finance Advisors first reported a position in ROOT in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Farther Finance Advisors held 83 shares of Root worth $4.64K as of Q2 2026.
  • Farther Finance Advisors bought 35 Root shares in Q2 2026, an estimated $1.87K.
  • Root made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4839 holding.
  • Farther Finance Advisors first reported a position in Root in Q2 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.