Summit Securities Group
ROOT icon

Summit Securities Group’s Root ROOT Stock Holding History

Summit Securities Group’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
2022
Q4 		– Sell
-22,700
Closed -$179K – 1342
2022
Q3 		$179K Buy
+22,700
New +$355K 0.01% 434

Other funds holding ROOT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Tairen Capital
Tairen Capital Hong Kong $417M AUM 196.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Summit Securities Group's ROOT Position: Q3 2026 in Review

Summit Securities Group opened a new position in Root (ROOT) in Q3 2026: 346 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in ROOT as recently as Q2 2023.

Summit Securities Group first reported a position in ROOT in Q1 2022 and has held it in 4 quarters since. The position peaked at $71K in Q1 2022. 89 funds tracked by Wall St. Rank hold ROOT as of Q3 2026.

  • Summit Securities Group held 346 shares of Root worth $16K as of Q3 2026.
  • Root was a new Summit Securities Group position in Q3 2026.
  • Root made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #735 holding.
  • Summit Securities Group first reported a position in Root in Q1 2022 and has held it in 4 quarters since.
  • Summit Securities Group's Root position peaked at $71K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held Root as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.