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Larson Financial Group’s Root ROOT Stock Holding History

Larson 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
Q2 		$11.7K Buy
209
+101
+94% +$5.39K ﹤0.01% 2308
2026
Q1 		$4.77K Buy
108
+81
+300% +$4.72K ﹤0.01% 2633
2025
Q4 		$1.95K Buy
27
+25
+1,250% +$1.99K ﹤0.01% 2785
2025
Q3 		$179 Hold
2
– – ﹤0.01% 3274
2025
Q2 		$256 Buy
+2
New +$271 ﹤0.01% 3018

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

Larson Financial Group's ROOT Position: Q2 2026 in Review

Larson Financial Group increased its Root (ROOT) stake by 94% in Q2 2026, buying an estimated $5.39K and bringing the position to 209 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Larson Financial Group first reported a position in ROOT in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Larson Financial Group held 209 shares of Root worth $11.7K as of Q2 2026.
  • Larson Financial Group bought 101 Root shares in Q2 2026, an estimated $5.39K.
  • Root made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2308 holding.
  • Larson Financial Group first reported a position in Root in Q2 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

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