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Kingswood Wealth Advisors’s Root ROOT Stock Holding History

Kingswood Wealth 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
Q3 		– Sell
-1,652
Closed -$211K – 838
2025
Q2 		$211K Hold
1,652
– – 0.02% 686
2025
Q1 		$220K Buy
+1,652
New +$189K 0.02% 652

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kingswood Wealth Advisors's ROOT Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Root (ROOT) in Q3 2025, closing a stake of 1,652 shares — an estimated $211K sold.

Kingswood Wealth Advisors first reported a position in ROOT in Q1 2025 and held it in 2 quarters. The position peaked at $220K in Q1 2025. 182 funds tracked by Wall St. Rank hold ROOT as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Root position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,652 Root shares in Q3 2025, an estimated $211K.
  • Kingswood Wealth Advisors first reported a position in Root in Q1 2025 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Root position peaked at $220K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Root as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.