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OneAscent Financial Services’s Root ROOT Stock Holding History

OneAscent Financial 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
2025
Q3 		– Sell
-2,268
Closed -$284K – 515
2025
Q2 		$284K Buy
+2,268
New +$307K 0.02% 425

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

OneAscent Financial Services's ROOT Position: Q3 2025 in Review

OneAscent Financial Services sold out of Root (ROOT) in Q3 2025, closing a stake of 2,268 shares — an estimated $284K sold.

OneAscent Financial Services first reported a position in ROOT in Q2 2025 and held it in 1 quarter. The position peaked at $284K in Q2 2025. 182 funds tracked by Wall St. Rank hold ROOT as of Q3 2025.

  • OneAscent Financial Services reported no remaining Root position as of Q3 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 2,268 Root shares in Q3 2025, an estimated $284K.
  • OneAscent Financial Services first reported a position in Root in Q2 2025 and held it in 1 quarter.
  • OneAscent Financial Services's Root position peaked at $284K in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Root as of Q3 2025.

Based on OneAscent Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.