Raymond James Financial
ROOT icon

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
Q2 		$1.35M Buy
24,077
+3,222
+15% +$172K ﹤0.01% 3774
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 $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

Raymond James Financial's ROOT Position: Q2 2026 in Review

Raymond James Financial increased its Root (ROOT) stake by 15% in Q2 2026, buying an estimated $172K and bringing the position to 24,077 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #3774.

Raymond James Financial first reported a position in ROOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.43M in Q1 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Raymond James Financial held 24,077 shares of Root worth $1.35M as of Q2 2026.
  • Raymond James Financial bought 3,222 Root shares in Q2 2026, an estimated $172K.
  • Root made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3774 holding.
  • Raymond James Financial first reported a position in Root in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Root position peaked at $3.43M in Q1 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.