SignatureFD’s Root ROOT Stock Holding History

SignatureFD’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	$1.62K	Buy	+29	New	+$1.55K	﹤0.01%	3177

Other funds holding ROOT

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

SignatureFD's ROOT Position: Q2 2026 in Review

SignatureFD opened a new position in Root (ROOT) in Q2 2026: 29 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #3177 among its holdings.

19 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

SignatureFD held 29 shares of Root worth $1.62K as of Q2 2026.
Root was a new SignatureFD position in Q2 2026.
Root made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3177 holding.
19 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.