Pinnacle Wealth Planning Services
ROOT icon

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
Q2 		$2.12K Hold
38
– – ﹤0.01% 2463
2026
Q1 		$1.68K Hold
38
– – ﹤0.01% 2475
2025
Q4 		$2.74K Buy
+38
New +$3.03K ﹤0.01% 2419

Other funds holding ROOT

Ribbit Management Company
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
Findell Capital Management
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 $3.38T AUM 44.17% 1-Year Est. Return
Galileo PTC
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
Boothbay Fund Management
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Pinnacle Wealth Planning Services's ROOT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Root (ROOT) position steady in Q2 2026 at 38 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Pinnacle Wealth Planning Services first reported a position in ROOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.74K in Q4 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 38 shares of Root worth $2.12K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Root share count unchanged in Q2 2026.
  • Root made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2463 holding.
  • Pinnacle Wealth Planning Services first reported a position in Root in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Root position peaked at $2.74K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.