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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

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

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Quarterly reported holdings in Root by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
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)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Owl Rock Capital Corporation (OBDC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Oaktree Specialty Lending Corp (OCSL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)

View all positions for Trinity Financial Advisors

Top funds holding Root

Trinity Financial Advisors
Huntington National Bank

View all funds holding Root