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Legacy Capital Group California’s Root ROOT Stock Holding History

Legacy Capital Group California’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
-10,220
Closed -$1.31M – 354
2025
Q2 		$1.31M Buy
+10,220
New +$1.38M 0.36% 66

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Capital Group California's ROOT Position: Q3 2025 in Review

Legacy Capital Group California sold out of Root (ROOT) in Q3 2025, closing a stake of 10,220 shares — an estimated $1.31M sold.

Legacy Capital Group California first reported a position in ROOT in Q2 2025 and held it in 1 quarter. The position peaked at $1.31M in Q2 2025. 182 funds tracked by Wall St. Rank hold ROOT as of Q3 2025.

  • Legacy Capital Group California reported no remaining Root position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 10,220 Root shares in Q3 2025, an estimated $1.31M.
  • Legacy Capital Group California first reported a position in Root in Q2 2025 and held it in 1 quarter.
  • Legacy Capital Group California's Root position peaked at $1.31M in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Root as of Q3 2025.

Based on Legacy Capital Group California's 13F filing for Q3 2025, filed 12 Nov 2025.