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Jefferies Financial Group’s Root ROOT Stock Holding History

Jefferies Financial Group’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
-36,200
Closed -$2.61M – 2133
2025
Q4 		$2.61M Buy
+36,200
New +$2.88M 0.01% 697

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

Jefferies Financial Group's ROOT Position: Q2 2025 in Review

Jefferies Financial Group sold out of Root (ROOT) in Q2 2025, closing a stake of 8,534 shares — an estimated $1.14M sold.

Jefferies Financial Group first reported a position in ROOT in Q1 2024 and held it in 2 quarters. The position peaked at $1.14M in Q1 2025. 203 funds tracked by Wall St. Rank hold ROOT as of Q2 2025.

  • Jefferies Financial Group reported no remaining Root position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 8,534 Root shares in Q2 2025, an estimated $1.14M.
  • Jefferies Financial Group first reported a position in Root in Q1 2024 and held it in 2 quarters.
  • Jefferies Financial Group's Root position peaked at $1.14M in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Root as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.