Trinity Financial Advisors »

Root shares owned by Trinity Financial Advisors

Quarter-by-quarter ownership of Root shares owned by Trinity Financial Advisors from 13F filings

Historical chart of Trinity Financial Advisors investment in Root

Tip: Access up to 7 years of quarterly data

All positions including Root held by Trinity Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Root by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $872k 9.7k 89.51
2025-06-30 $1.2M 9.7k 127.97
2025-03-31 $1.3M 12k 105.44
2024-12-31 $715k 9.7k 73.43
2024-09-30 $400k 9.9k 40.30
2024-06-30 $513k 9.9k 51.61
2024-03-31 $617k 10k 61.08
2023-12-31 $106k 10k 10.48
2023-09-30 $96k 10k 9.51
2023-03-31 $46k 10k 4.51
2022-12-31 $46k 10k 4.49
2022-09-30 $83k 11k 7.90
2022-06-30 $227k 191k 1.19
2022-03-31 $373k 190k 1.97
2021-12-31 $575k 186k 3.10
2021-09-30 $979k 186k 5.27
2021-06-30 $1.9M 180k 10.82

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Us Equity Etf (DFUS)
Owl Rock Capital Corporation (OBDC)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Trinity Financial Advisors

Top funds holding Root

Trinity Financial Advisors
Huntington National Bank

View all funds holding Root