Versant Capital Management’s Root ROOT Stock Holding History

Versant Capital Management’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	$1.06K	Hold	19	–	–	﹤0.01%	2638
2026 Q1	$839	Buy	+19	New	+$1.11K	﹤0.01%	2674

Other funds holding ROOT

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Versant Capital Management's ROOT Position: Q2 2026 in Review

Versant Capital Management held its Root (ROOT) position steady in Q2 2026 at 19 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Versant Capital Management first reported a position in ROOT in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

Versant Capital Management held 19 shares of Root worth $1.06K as of Q2 2026.
Versant Capital Management left its Root share count unchanged in Q2 2026.
Root made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #2638 holding.
Versant Capital Management first reported a position in Root in Q1 2026 and has held it in 2 quarters since.
10 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.