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SBI Securities’s Root ROOT Stock Holding History

SBI Securities’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 		$164K Buy
2,926
+70
+2% +$3.73K ﹤0.01% 731
2026
Q1 		$126K Buy
2,856
+128
+5% +$7.47K ﹤0.01% 776
2025
Q4 		$197K Buy
2,728
+1,760
+182% +$140K 0.01% 633
2025
Q3 		$86.6K Sell
968
-36
-4% -$3.77K ﹤0.01% 894
2025
Q2 		$128K Buy
1,004
+105
+12% +$14.2K ﹤0.01% 731
2025
Q1 		$120K Sell
899
-1,229
-58% -$141K ﹤0.01% 687
2024
Q4 		$154K Buy
+2,128
New +$147K ﹤0.01% 621

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 $3.37T 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
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

SBI Securities's ROOT Position: Q2 2026 in Review

SBI Securities increased its Root (ROOT) stake by 2.5% in Q2 2026, buying an estimated $3.73K and bringing the position to 2,926 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

SBI Securities first reported a position in ROOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $197K in Q4 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • SBI Securities held 2,926 shares of Root worth $164K as of Q2 2026.
  • SBI Securities bought 70 Root shares in Q2 2026, an estimated $3.73K.
  • Root made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #731 holding.
  • SBI Securities first reported a position in Root in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Root position peaked at $197K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.