Root Financial Partners
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Root Financial Partners’s Aura Biosciences AURA Stock Holding History

Root Financial Partners’s Portfolio AURA Stock Details AURA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$509 Buy
+81
New +$579 ﹤0.01% 3221
2026
Q2 		– Sell
-7
Closed -$47 – 636
2026
Q1 		$47 Hold
7
– – ﹤0.01% 3385
2025
Q4 		$38 Buy
+7
New +$42 ﹤0.01% 2395

Other funds holding AURA

Medicxi Ventures Management
Medicxi Ventures Management St. Helier, Jersey $127M AUM 21.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Levin Capital Strategies
Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Regency Capital Management
Regency Capital Management Honolulu, Hawaii $247M AUM 24.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Root Financial Partners opened a new position in Aura Biosciences (AURA) in Q3 2026: 81 shares worth $509. The stake represents ﹤0.01% of the portfolio and ranks #3221 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AURA as recently as Q1 2026.

Root Financial Partners first reported a position in AURA in Q4 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold AURA as of Q3 2026.

  • Root Financial Partners held 81 shares of Aura Biosciences worth $509 as of Q3 2026.
  • Aura Biosciences was a new Root Financial Partners position in Q3 2026.
  • Aura Biosciences made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3221 holding.
  • Root Financial Partners first reported a position in Aura Biosciences in Q4 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Aura Biosciences as of Q3 2026.

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