Truist Financial
ROOT icon

Truist Financial’s Root ROOT Stock Holding History

Truist Financial’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 		$401K Sell
7,177
-1,187
-14% -$63.3K ﹤0.01% 2350
2026
Q1 		$369K Buy
+8,364
New +$488K ﹤0.01% 2269
2025
Q4 		– Sell
-3,379
Closed -$302K – 2845
2025
Q3 		$302K Buy
+3,379
New +$354K ﹤0.01% 2307
2022
Q4 		– Sell
-11,339
Closed -$89K – 2665
2022
Q3 		$89K Sell
11,339
-532
-4% -$8.33K ﹤0.01% 2431
2022
Q2 		$254K Sell
11,871
-1,361
-10% -$36.9K ﹤0.01% 2317
2022
Q1 		$469K Buy
13,232
+3,341
+34% +$120K ﹤0.01% 2037
2021
Q4 		$552K Buy
9,891
+2,257
+30% +$176K ﹤0.01% 1956
2021
Q3 		$724K Buy
7,634
+5,063
+197% +$628K ﹤0.01% 1799
2021
Q2 		$500K Buy
2,571
+1,271
+98% +$240K ﹤0.01% 2051
2021
Q1 		$298K Buy
1,300
+175
+16% +$52.9K ﹤0.01% 2286
2020
Q4 		$318K Buy
+1,125
New +$371K ﹤0.01% 2117

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
Findell Capital Management New York $710M AUM 250.3% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Truist Financial's ROOT Position: Q2 2026 in Review

Truist Financial reduced its Root (ROOT) stake by 14% in Q2 2026, selling an estimated $63.3K and leaving 7,177 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

Truist Financial first reported a position in ROOT in Q4 2020 and has held it in 11 quarters since. The position peaked at $724K in Q3 2021. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Truist Financial held 7,177 shares of Root worth $401K as of Q2 2026.
  • Truist Financial sold 1,187 Root shares in Q2 2026, an estimated $63.3K.
  • Root made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2350 holding.
  • Truist Financial first reported a position in Root in Q4 2020 and has held it in 11 quarters since.
  • Truist Financial's Root position peaked at $724K in Q3 2021.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.