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 Q3	$1.34K	Hold	29	–	–	﹤0.01%	3279
2026 Q2	$1.62K	Buy	+29	New	+$1.55K	﹤0.01%	3177

Other funds holding ROOT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

SignatureFD's ROOT Position: Q3 2026 in Review

SignatureFD held its Root (ROOT) position steady in Q3 2026 at 29 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3279.

SignatureFD first reported a position in ROOT in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.62K in Q2 2026. 67 funds tracked by Wall St. Rank hold ROOT as of Q3 2026.

SignatureFD held 29 shares of Root worth $1.34K as of Q3 2026.
SignatureFD left its Root share count unchanged in Q3 2026.
Root made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3279 holding.
SignatureFD first reported a position in Root in Q2 2026 and has held it in 2 quarters since.
SignatureFD's Root position peaked at $1.62K in Q2 2026.
67 funds tracked by Wall St. Rank held Root as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.