Root Financial Partners
AKBA icon

Root Financial Partners’s Akebia Therapeutics AKBA Stock Holding History

Root Financial Partners’s Portfolio AKBA Stock Details AKBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$383 Buy
+416
New +$447 ﹤0.01% 3320
2026
Q2 		– Sell
-399
Closed -$555 – 497
2026
Q1 		$555 Buy
+399
New +$548 ﹤0.01% 2834

Other funds holding AKBA

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
PFG Private Wealth Management
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

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

Root Financial Partners opened a new position in Akebia Therapeutics (AKBA) in Q3 2026: 416 shares worth $383. The stake represents ﹤0.01% of the portfolio and ranks #3320 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AKBA as recently as Q1 2026.

Root Financial Partners first reported a position in AKBA in Q1 2026 and has held it in 2 quarters since. The position peaked at $555 in Q1 2026. 48 funds tracked by Wall St. Rank hold AKBA as of Q3 2026.

  • Root Financial Partners held 416 shares of Akebia Therapeutics worth $383 as of Q3 2026.
  • Akebia Therapeutics was a new Root Financial Partners position in Q3 2026.
  • Akebia Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3320 holding.
  • Root Financial Partners first reported a position in Akebia Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Akebia Therapeutics position peaked at $555 in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q3 2026.

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