Wells Fargo
ROOT icon

Wells Fargo’s Root ROOT Stock Holding History

Wells Fargo’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 		$688K Buy
12,298
+7,718
+169% +$412K ﹤0.01% 4380
2026
Q1 		$202K Sell
4,580
-9,032
-66% -$527K ﹤0.01% 4697
2025
Q4 		$983K Buy
13,612
+1,455
+12% +$116K ﹤0.01% 3980
2025
Q3 		$1.09M Buy
12,157
+5,362
+79% +$562K ﹤0.01% 3755
2025
Q2 		$870K Sell
6,795
-1,289
-16% -$175K ﹤0.01% 3781
2025
Q1 		$1.08M Buy
8,084
+3,994
+98% +$458K ﹤0.01% 3606
2024
Q4 		$297K Buy
4,090
+1,101
+37% +$76K ﹤0.01% 4538
2024
Q3 		$113K Sell
2,989
-398
-12% -$20.6K ﹤0.01% 4943
2024
Q2 		$175K Buy
3,387
+2,119
+167% +$123K ﹤0.01% 4604
2024
Q1 		$77.5K Buy
1,268
+118
+10% +$2.78K ﹤0.01% 5045
2023
Q4 		$12.1K Sell
1,150
-7
-0.6% -$69 ﹤0.01% 5786
2023
Q3 		$11K Sell
1,157
-90
-7% -$933 ﹤0.01% 5784
2023
Q2 		$11.1K Sell
1,247
-1,548
-55% -$8.56K ﹤0.01% 5885
2023
Q1 		$12.6K Buy
2,795
+2,556
+1,069% +$12.9K ﹤0.01% 5782
2022
Q4 		$1.07K Sell
239
-112
-32% -$772 ﹤0.01% 6167
2022
Q3 		$3K Sell
351
-103
-23% -$1.61K ﹤0.01% 6079
2022
Q2 		$10K Buy
454
+116
+34% +$3.14K ﹤0.01% 5761
2022
Q1 		$12K Buy
338
+6
+2% +$216 ﹤0.01% 6212
2021
Q4 		$18K Sell
332
-1,165
-78% -$91.1K ﹤0.01% 6362
2021
Q3 		$143K Sell
1,497
-18,842
-93% -$2.34M ﹤0.01% 5240
2021
Q2 		$3.96M Sell
20,339
-23,620
-54% -$4.46M ﹤0.01% 3065
2021
Q1 		$10.1M Sell
43,959
-28,976
-40% -$8.76M ﹤0.01% 2188
2020
Q4 		$20.6M Buy
+72,935
New +$24.1M 0.01% 1533

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

Wells Fargo's ROOT Position: Q2 2026 in Review

Wells Fargo increased its Root (ROOT) stake by 169% in Q2 2026, buying an estimated $412K and bringing the position to 12,298 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #4380.

Wells Fargo first reported a position in ROOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $20.6M in Q4 2020. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Wells Fargo held 12,298 shares of Root worth $688K as of Q2 2026.
  • Wells Fargo bought 7,718 Root shares in Q2 2026, an estimated $412K.
  • Root made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4380 holding.
  • Wells Fargo first reported a position in Root in Q4 2020 and has held it in 23 quarters since.
  • Wells Fargo's Root position peaked at $20.6M in Q4 2020.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.