PIP
ROOT icon

Palisades Investment Partners’s Root ROOT Stock Holding History

Palisades Investment Partners’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 		– Sell
-90,336
Closed -$3.99M – 58
2026
Q1 		$3.99M Buy
90,336
+7,034
+8% +$410K 1.56% 30
2025
Q4 		$6.02M Buy
83,302
+1,586
+2% +$126K 2.27% 17
2025
Q3 		$7.31M Buy
+81,716
New +$8.56M 2.87% 9

Other funds holding ROOT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FRM
Fox Run Management Greenwich, Connecticut $603M AUM 32% 1-Year Est. Return

Palisades Investment Partners's ROOT Position: Q2 2026 in Review

Palisades Investment Partners sold out of Root (ROOT) in Q2 2026, closing a stake of 90,336 shares — an estimated $3.99M sold.

Palisades Investment Partners first reported a position in ROOT in Q3 2025 and held it in 3 quarters. The position peaked at $7.31M in Q3 2025. 32 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Palisades Investment Partners reported no remaining Root position as of Q2 2026 after selling out during the quarter.
  • Palisades Investment Partners sold 90,336 Root shares in Q2 2026, an estimated $3.99M.
  • Palisades Investment Partners first reported a position in Root in Q3 2025 and held it in 3 quarters.
  • Palisades Investment Partners's Root position peaked at $7.31M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Palisades Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.