Raymond James Financial
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Raymond James Financial’s Root ROOT Stock Holding History

Raymond James 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
Q1 		$921K Sell
20,855
-11,491
-36% -$670K ﹤0.01% 3916
2025
Q4 		$2.34M Sell
32,346
-963
-3% -$76.7K ﹤0.01% 3141
2025
Q3 		$2.98M Buy
33,309
+7,766
+30% +$814K ﹤0.01% 2863
2025
Q2 		$3.27M Sell
25,543
-187
-0.7% -$25.3K ﹤0.01% 2693
2025
Q1 		$3.43M Sell
25,730
-1,164
-4% -$133K ﹤0.01% 2594
2024
Q4 		$1.95M Buy
+26,894
New +$1.86M ﹤0.01% 2990

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

Raymond James Financial's ROOT Position: Q1 2026 in Review

Raymond James Financial reduced its Root (ROOT) stake by 36% in Q1 2026, selling an estimated $670K and leaving 20,855 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #3916.

Raymond James Financial first reported a position in ROOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.43M in Q1 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Raymond James Financial held 20,855 shares of Root worth $921K as of Q1 2026.
  • Raymond James Financial sold 11,491 Root shares in Q1 2026, an estimated $670K.
  • Root made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3916 holding.
  • Raymond James Financial first reported a position in Root in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Root position peaked at $3.43M in Q1 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.