Root Financial Partners
ROOT icon

Root Financial Partners’s Root ROOT Stock Holding History

Root Financial Partners’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
Q3 		$46 Buy
+1
New +$55 ﹤0.01% 3728

Other funds holding ROOT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's ROOT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Root (ROOT) in Q3 2026: 1 share worth $46. The stake represents ﹤0.01% of the portfolio and ranks #3728 among its holdings.

67 funds tracked by Wall St. Rank hold ROOT as of Q3 2026.

  • Root Financial Partners held 1 share of Root worth $46 as of Q3 2026.
  • Root was a new Root Financial Partners position in Q3 2026.
  • Root made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3728 holding.
  • 67 funds tracked by Wall St. Rank held Root as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.