Root Financial Partners’s Anteris Technologies AVR Stock Holding History

Root Financial Partners’s Portfolio AVR Stock Details AVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$303	Buy	+39	New	+$338	﹤0.01%	3405

Other funds holding AVR

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Root Financial Partners opened a new position in Anteris Technologies (AVR) in Q3 2026: 39 shares worth $303. The stake represents ﹤0.01% of the portfolio and ranks #3405 among its holdings.

11 funds tracked by Wall St. Rank hold AVR as of Q3 2026.

Root Financial Partners held 39 shares of Anteris Technologies worth $303 as of Q3 2026.
Anteris Technologies was a new Root Financial Partners position in Q3 2026.
Anteris Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3405 holding.
11 funds tracked by Wall St. Rank held Anteris Technologies as of Q3 2026.

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