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Keating Financial Advisory Services’s Root ROOT Stock Holding History

Keating Financial Advisory 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
Q2 		$336 Buy
+6
New +$320 ﹤0.01% 2389
2026
Q1 		– Sell
-1
Closed -$72 – 2645
2025
Q4 		$72 Buy
+1
New +$80 ﹤0.01% 2139

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

Keating Financial Advisory Services's ROOT Position: Q2 2026 in Review

Keating Financial Advisory Services opened a new position in Root (ROOT) in Q2 2026: 6 shares worth $336. The stake represents ﹤0.01% of the portfolio and ranks #2389 among its holdings. This is a return to the name: Keating Financial Advisory Services previously reported a position in ROOT as recently as Q4 2025.

Keating Financial Advisory Services first reported a position in ROOT in Q4 2025 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Keating Financial Advisory Services held 6 shares of Root worth $336 as of Q2 2026.
  • Root was a new Keating Financial Advisory Services position in Q2 2026.
  • Root made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2389 holding.
  • Keating Financial Advisory Services first reported a position in Root in Q4 2025 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.