Jones Financial Companies
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Jones Financial Companies’s Root ROOT Stock Holding History

Jones Financial Companies’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
Q2 		$293K Buy
5,254
+188
+4% +$10K ﹤0.01% 2421
2026
Q1 		$222K Buy
5,066
+4,950
+4,267% +$289K ﹤0.01% 2357
2025
Q4 		$8.38K Buy
116
+71
+158% +$5.66K ﹤0.01% 3298
2025
Q3 		$4.17K Hold
45
– – ﹤0.01% 3423
2025
Q2 		$5.77K Buy
45
+26
+137% +$3.52K ﹤0.01% 3092
2025
Q1 		$2.6K Buy
+19
New +$2.18K ﹤0.01% 3183

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Jones Financial Companies's ROOT Position: Q2 2026 in Review

Jones Financial Companies increased its Root (ROOT) stake by 3.7% in Q2 2026, buying an estimated $10K and bringing the position to 5,254 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Jones Financial Companies first reported a position in ROOT in Q1 2025 and has held it in 6 quarters since. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Jones Financial Companies held 5,254 shares of Root worth $293K as of Q2 2026.
  • Jones Financial Companies bought 188 Root shares in Q2 2026, an estimated $10K.
  • Root made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2421 holding.
  • Jones Financial Companies first reported a position in Root in Q1 2025 and has held it in 6 quarters since.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.