Root Financial Partners
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Root Financial Partners’s ArriVent BioPharma AVBP Stock Holding History

Root Financial Partners’s Portfolio AVBP Stock Details AVBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$545 Buy
+18
New +$551 ﹤0.01% 3198
2026
Q2 		– Sell
-18
Closed -$415 – 3266
2026
Q1 		$415 Buy
+18
New +$407 ﹤0.01% 2925

Other funds holding AVBP

Geode Capital Management
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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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Root Financial Partners opened a new position in ArriVent BioPharma (AVBP) in Q3 2026: 18 shares worth $545. The stake represents ﹤0.01% of the portfolio and ranks #3198 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AVBP as recently as Q1 2026.

Root Financial Partners first reported a position in AVBP in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold AVBP as of Q3 2026.

  • Root Financial Partners held 18 shares of ArriVent BioPharma worth $545 as of Q3 2026.
  • ArriVent BioPharma was a new Root Financial Partners position in Q3 2026.
  • ArriVent BioPharma made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3198 holding.
  • Root Financial Partners first reported a position in ArriVent BioPharma in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held ArriVent BioPharma as of Q3 2026.

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