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Pinnacle Wealth Planning Services’s Root ROOT Stock Holding History

Pinnacle Wealth Planning 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
2026
Q1 		$1.68K Hold
38
– – ﹤0.01% 2475
2025
Q4 		$2.75K Buy
+38
New +$3.03K ﹤0.01% 2419

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's ROOT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Root (ROOT) position steady in Q1 2026 at 38 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

Pinnacle Wealth Planning Services first reported a position in ROOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.75K in Q4 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 38 shares of Root worth $1.68K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Root share count unchanged in Q1 2026.
  • Root made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2475 holding.
  • Pinnacle Wealth Planning Services first reported a position in Root in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Root position peaked at $2.75K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.