Root Financial Partners’s Life360 LIF Stock Holding History

Root Financial Partners’s Portfolio LIF Stock Details LIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12	Closed	-$490	–	3322
2026 Q1	$490	Buy	+12	New	+$621	﹤0.01%	2870
2025 Q3	–	Sell	-39,726	Closed	-$2.59M	–	2300
2025 Q2	$2.59M	Buy	+39,726	New	+$2.04M	0.25%	38

Other funds holding LIF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Root Financial Partners's LIF Position: Q2 2026 in Review

Root Financial Partners sold out of Life360 (LIF) in Q2 2026, closing a stake of 12 shares — an estimated $490 sold.

Root Financial Partners first reported a position in LIF in Q2 2025 and held it in 2 quarters. The position peaked at $2.59M in Q2 2025. 202 funds tracked by Wall St. Rank hold LIF as of Q2 2026.

Root Financial Partners reported no remaining Life360 position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 12 Life360 shares in Q2 2026, an estimated $490.
Root Financial Partners first reported a position in Life360 in Q2 2025 and held it in 2 quarters.
Root Financial Partners's Life360 position peaked at $2.59M in Q2 2025.
202 funds tracked by Wall St. Rank held Life360 as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.