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State of Alaska Department of Revenue’s Root ROOT Stock Holding History

State of Alaska Department of Revenue’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 		$393K Hold
7,045
– – ﹤0.01% 1492
2026
Q1 		$310K Hold
7,045
– – ﹤0.01% 1566
2025
Q4 		$508K Buy
7,045
+6,484
+1,156% +$517K 0.01% 1442
2025
Q3 		$50K Buy
+561
New +$58.8K ﹤0.01% 1789

Other funds holding ROOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State of Alaska Department of Revenue's ROOT Position: Q2 2026 in Review

State of Alaska Department of Revenue held its Root (ROOT) position steady in Q2 2026 at 7,045 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

State of Alaska Department of Revenue first reported a position in ROOT in Q3 2025 and has held it in 4 quarters since. The position peaked at $508K in Q4 2025. 80 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • State of Alaska Department of Revenue held 7,045 shares of Root worth $393K as of Q2 2026.
  • State of Alaska Department of Revenue left its Root share count unchanged in Q2 2026.
  • Root made up ﹤0.01% of State of Alaska Department of Revenue's portfolio in Q2 2026, its #1492 holding.
  • State of Alaska Department of Revenue first reported a position in Root in Q3 2025 and has held it in 4 quarters since.
  • State of Alaska Department of Revenue's Root position peaked at $508K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on State of Alaska Department of Revenue's 13F filing for Q2 2026, filed 20 Jul 2026.