Sequoia Financial Advisors’s Root ROOT Stock Holding History

Sequoia Financial Advisors’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	$219K	Buy	+3,924	New	+$209K	﹤0.01%	1914
2026 Q1	–	Sell	-3,352	Closed	-$242K	–	2048
2025 Q4	$242K	Buy	3,352 +2	+0.1%	+$159	﹤0.01%	1689
2025 Q3	$300K	Hold	3,350	–	–	﹤0.01%	1397
2025 Q2	$429K	Hold	3,350	–	–	﹤0.01%	1077
2025 Q1	$447K	Sell	3,350 -1,450	-30%	-$166K	﹤0.01%	898
2024 Q4	$348K	Buy	+4,800	New	+$332K	﹤0.01%	957
2024 Q3	–	Sell	-4,800	Closed	-$248K	–	1354
2024 Q2	$248K	Hold	4,800	–	–	﹤0.01%	976
2024 Q1	$293K	Buy	+4,800	New	+$113K	﹤0.01%	872

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

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

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

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

Sequoia Financial Advisors's ROOT Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Root (ROOT) in Q2 2026: 3,924 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1914 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in ROOT as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in ROOT in Q1 2024 and has held it in 8 quarters since. The position peaked at $447K in Q1 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

Sequoia Financial Advisors held 3,924 shares of Root worth $219K as of Q2 2026.
Root was a new Sequoia Financial Advisors position in Q2 2026.
Root made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1914 holding.
Sequoia Financial Advisors first reported a position in Root in Q1 2024 and has held it in 8 quarters since.
Sequoia Financial Advisors's Root position peaked at $447K in Q1 2025.
160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.