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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
Q2 		– Sell
-399
Closed -$555 – 497
2026
Q1 		$555 Buy
+399
New +$548 ﹤0.01% 2834

Other funds holding AKBA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
PWP
Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Root Financial Partners's AKBA Position: Q2 2026 in Review

Root Financial Partners sold out of Akebia Therapeutics (AKBA) in Q2 2026, closing a stake of 399 shares — an estimated $555 sold.

Root Financial Partners first reported a position in AKBA in Q1 2026 and held it in 1 quarter. The position peaked at $555 in Q1 2026. 36 funds tracked by Wall St. Rank hold AKBA as of Q2 2026.

  • Root Financial Partners reported no remaining Akebia Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 399 Akebia Therapeutics shares in Q2 2026, an estimated $555.
  • Root Financial Partners first reported a position in Akebia Therapeutics in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Akebia Therapeutics position peaked at $555 in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.