IFC Advisors’s Root ROOT Stock Holding History

IFC 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
2025 Q4	–	Sell	-45,034	Closed	-$4.03M	–	183
2025 Q3	$4.03M	Buy	45,034 +15,407	+52%	+$1.61M	0.74%	27
2025 Q2	$3.79M	Buy	+29,627	New	+$4.01M	0.71%	26

Other funds holding ROOT

RMC

Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FCM

Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

IFC Advisors's ROOT Position: Q4 2025 in Review

IFC Advisors sold out of Root (ROOT) in Q4 2025, closing a stake of 45,034 shares — an estimated $4.03M sold.

IFC Advisors first reported a position in ROOT in Q2 2025 and held it in 2 quarters. The position peaked at $4.03M in Q3 2025. 170 funds tracked by Wall St. Rank hold ROOT as of Q4 2025.

IFC Advisors reported no remaining Root position as of Q4 2025 after selling out during the quarter.
IFC Advisors sold 45,034 Root shares in Q4 2025, an estimated $4.03M.
IFC Advisors first reported a position in Root in Q2 2025 and held it in 2 quarters.
IFC Advisors's Root position peaked at $4.03M in Q3 2025.
170 funds tracked by Wall St. Rank held Root as of Q4 2025.

Based on IFC Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.