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Trivant Custom Portfolio Group’s Root ROOT Stock Holding History

Trivant Custom Portfolio 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
2025
Q2 		– Sell
-100
Closed -$13.3K – 183
2025
Q1 		$13.3K Buy
+100
New +$11.5K 0.01% 140

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

Trivant Custom Portfolio Group's ROOT Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Root (ROOT) in Q2 2025, closing a stake of 100 shares — an estimated $13.3K sold.

Trivant Custom Portfolio Group first reported a position in ROOT in Q1 2025 and held it in 1 quarter. The position peaked at $13.3K in Q1 2025. 203 funds tracked by Wall St. Rank hold ROOT as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining Root position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 100 Root shares in Q2 2025, an estimated $13.3K.
  • Trivant Custom Portfolio Group first reported a position in Root in Q1 2025 and held it in 1 quarter.
  • Trivant Custom Portfolio Group's Root position peaked at $13.3K in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Root as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.