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Prosperitas Financial’s Root ROOT Stock Holding History

Prosperitas 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 		$1.53M Buy
27,411
+1,149
+4% +$61.3K 0.49% 39
2026
Q1 		$1.16M Buy
26,262
+4,196
+19% +$245K 0.43% 38
2025
Q4 		$1.59M Buy
+22,066
New +$1.76M 0.62% 35

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 $3.38T AUM 44.17% 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

Prosperitas Financial's ROOT Position: Q2 2026 in Review

Prosperitas Financial increased its Root (ROOT) stake by 4.4% in Q2 2026, buying an estimated $61.3K and bringing the position to 27,411 shares worth $1.53M. The position accounts for 0.49% of the portfolio, ranked #39.

Prosperitas Financial first reported a position in ROOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.59M in Q4 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Prosperitas Financial held 27,411 shares of Root worth $1.53M as of Q2 2026.
  • Prosperitas Financial bought 1,149 Root shares in Q2 2026, an estimated $61.3K.
  • Root made up 0.49% of Prosperitas Financial's portfolio in Q2 2026, its #39 holding.
  • Prosperitas Financial first reported a position in Root in Q4 2025 and has held it in 3 quarters since.
  • Prosperitas Financial's Root position peaked at $1.59M in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.