LPL Financial
ROOT icon

LPL Financial’s Root ROOT Stock Holding History

LPL Financial’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 		$343K Buy
+6,130
New +$327K ﹤0.01% 5339
2025
Q3 		– Sell
-1,876
Closed -$240K – 5970
2025
Q2 		$240K Buy
+1,876
New +$254K ﹤0.01% 4953
2022
Q1 		– Sell
-1,282
Closed -$72K – 4356
2021
Q4 		$72K Buy
1,282
+145
+13% +$11.3K ﹤0.01% 4186
2021
Q3 		$108K Buy
1,137
+463
+69% +$57.4K ﹤0.01% 4124
2021
Q2 		$131K Buy
+674
New +$127K ﹤0.01% 4005

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

LPL Financial's ROOT Position: Q2 2026 in Review

LPL Financial opened a new position in Root (ROOT) in Q2 2026: 6,130 shares worth $343K. The stake represents ﹤0.01% of the portfolio and ranks #5339 among its holdings. This is a return to the name: LPL Financial previously reported a position in ROOT as recently as Q2 2025.

LPL Financial first reported a position in ROOT in Q2 2021 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • LPL Financial held 6,130 shares of Root worth $343K as of Q2 2026.
  • Root was a new LPL Financial position in Q2 2026.
  • Root made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5339 holding.
  • LPL Financial first reported a position in Root in Q2 2021 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.