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Rothschild Investment LLC’s Root ROOT Stock Holding History

Rothschild Investment LLC’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 		$2.8K Buy
50
+36
+257% +$1.92K ﹤0.01% 2606
2026
Q1 		$618 Buy
14
+9
+180% +$525 ﹤0.01% 3054
2025
Q4 		$361 Buy
+5
New +$398 ﹤0.01% 3011
2025
Q3 		– Sell
-15
Closed -$1.92K – 3231
2025
Q2 		$1.92K Buy
15
+5
+50% +$677 ﹤0.01% 2109
2025
Q1 		$1.33K Buy
+10
New +$1.15K ﹤0.01% 2163

Other funds holding ROOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return

Rothschild Investment LLC's ROOT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Root (ROOT) stake by 257% in Q2 2026, buying an estimated $1.92K and bringing the position to 50 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Rothschild Investment LLC first reported a position in ROOT in Q1 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Rothschild Investment LLC held 50 shares of Root worth $2.8K as of Q2 2026.
  • Rothschild Investment LLC bought 36 Root shares in Q2 2026, an estimated $1.92K.
  • Root made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2606 holding.
  • Rothschild Investment LLC first reported a position in Root in Q1 2025 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.