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
2024
Q2 		– Sell
-1,000
Closed -$61K – 759
2024
Q1 		$61K Buy
+1,000
New +$23.5K 0.01% 242
2022
Q3 		– Sell
-4,167
Closed -$89K – 1138
2022
Q2 		$89K Hold
4,167
– – 0.01% 431
2022
Q1 		$148K Buy
+4,167
New +$150K 0.02% 431

Other funds holding ROOT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Trinity Financial Advisors
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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. 51 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.
  • 51 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.