Farther Finance Advisors
ROOT icon

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
Q3 		$3K Sell
65
-18
-22% -$997 ﹤0.01% 5246
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

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
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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

Farther Finance Advisors's ROOT Position: Q3 2026 in Review

Farther Finance Advisors reduced its Root (ROOT) stake by 22% in Q3 2026, selling an estimated $997 and leaving 65 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #5246.

Farther Finance Advisors first reported a position in ROOT in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.64K in Q2 2026. 8 funds tracked by Wall St. Rank hold ROOT as of Q3 2026.

  • Farther Finance Advisors held 65 shares of Root worth $3K as of Q3 2026.
  • Farther Finance Advisors sold 18 Root shares in Q3 2026, an estimated $997.
  • Root made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5246 holding.
  • Farther Finance Advisors first reported a position in Root in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Root position peaked at $4.64K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Root as of Q3 2026.

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