WT
ROOT icon

Whittier Trust’s Root ROOT Stock Holding History

Whittier Trust’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 		$1.22K Hold
19
– – ﹤0.01% 1292
2026
Q1 		$852 Hold
19
– – ﹤0.01% 1306
2025
Q4 		$1.41K Hold
19
– – ﹤0.01% 1303
2025
Q3 		$1.65K Buy
+19
New +$1.99K ﹤0.01% 1307

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

Whittier Trust's ROOT Position: Q2 2026 in Review

Whittier Trust held its Root (ROOT) position steady in Q2 2026 at 19 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Whittier Trust first reported a position in ROOT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.65K in Q3 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Whittier Trust held 19 shares of Root worth $1.22K as of Q2 2026.
  • Whittier Trust left its Root share count unchanged in Q2 2026.
  • Root made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1292 holding.
  • Whittier Trust first reported a position in Root in Q3 2025 and has held it in 4 quarters since.
  • Whittier Trust's Root position peaked at $1.65K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.