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SVB Wealth’s Root ROOT Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-155
Closed -$20.7K – 1390
2025
Q1 		$20.7K Buy
+155
New +$17.8K ﹤0.01% 743

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SVB Wealth's ROOT Position: Q2 2025 in Review

SVB Wealth sold out of Root (ROOT) in Q2 2025, closing a stake of 155 shares — an estimated $20.7K sold.

SVB Wealth first reported a position in ROOT in Q1 2025 and held it in 1 quarter. The position peaked at $20.7K in Q1 2025. 203 funds tracked by Wall St. Rank hold ROOT as of Q2 2025.

  • SVB Wealth reported no remaining Root position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 155 Root shares in Q2 2025, an estimated $20.7K.
  • SVB Wealth first reported a position in Root in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Root position peaked at $20.7K in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Root as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.