HFS
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Hughes Financial Services’s Root ROOT Stock Holding History

Hughes Financial Services’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
Q1 		– Sell
-1
Closed -$72 – 1789
2025
Q4 		$72 Buy
+1
New +$80 ﹤0.01% 1109

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hughes Financial Services's ROOT Position: Q1 2026 in Review

Hughes Financial Services sold out of Root (ROOT) in Q1 2026, closing a stake of 1 share — an estimated $72 sold.

Hughes Financial Services first reported a position in ROOT in Q4 2025 and held it in 1 quarter. The position peaked at $72 in Q4 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Hughes Financial Services reported no remaining Root position as of Q1 2026 after selling out during the quarter.
  • Hughes Financial Services sold 1 Root share in Q1 2026, an estimated $72.
  • Hughes Financial Services first reported a position in Root in Q4 2025 and held it in 1 quarter.
  • Hughes Financial Services's Root position peaked at $72 in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Hughes Financial Services's 13F filing for Q1 2026, filed 29 Apr 2026.