Root Financial Partners
AGIO icon

Root Financial Partners’s Agios Pharmaceuticals AGIO Stock Holding History

Root Financial Partners’s Portfolio AGIO Stock Details AGIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.3K Buy
+369
New +$12.9K ﹤0.01% 1814
2026
Q2 		– Sell
-44
Closed -$1.49K – 476
2026
Q1 		$1.49K Sell
44
-22
-33% -$624 ﹤0.01% 2441
2025
Q4 		$1.8K Sell
66
-40
-38% -$1.4K ﹤0.01% 2005
2025
Q3 		$4.26K Buy
+106
New +$3.99K ﹤0.01% 1783

Other funds holding AGIO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's AGIO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Agios Pharmaceuticals (AGIO) in Q3 2026: 369 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #1814 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AGIO as recently as Q1 2026.

Root Financial Partners first reported a position in AGIO in Q3 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold AGIO as of Q3 2026.

  • Root Financial Partners held 369 shares of Agios Pharmaceuticals worth $12.3K as of Q3 2026.
  • Agios Pharmaceuticals was a new Root Financial Partners position in Q3 2026.
  • Agios Pharmaceuticals made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1814 holding.
  • Root Financial Partners first reported a position in Agios Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.