Fortitude Family Office’s Root ROOT Stock Holding History

Fortitude Family Office’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	$1.15K	Buy	+25	New	+$1.39K	﹤0.01%	2197

Other funds holding ROOT

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office's ROOT Position: Q3 2026 in Review

Fortitude Family Office opened a new position in Root (ROOT) in Q3 2026: 25 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #2197 among its holdings.

8 funds tracked by Wall St. Rank hold ROOT as of Q3 2026.

Fortitude Family Office held 25 shares of Root worth $1.15K as of Q3 2026.
Root was a new Fortitude Family Office position in Q3 2026.
Root made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2197 holding.
8 funds tracked by Wall St. Rank held Root as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.