Root Financial Partners’s Black Diamond Therapeutics BDTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$243	Buy	+129	New	+$253	﹤0.01%	3461

Other funds holding BDTX

DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 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

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

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

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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

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

Root Financial Partners opened a new position in Black Diamond Therapeutics (BDTX) in Q3 2026: 129 shares worth $243. The stake represents ﹤0.01% of the portfolio and ranks #3461 among its holdings.

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

Root Financial Partners held 129 shares of Black Diamond Therapeutics worth $243 as of Q3 2026.
Black Diamond Therapeutics was a new Root Financial Partners position in Q3 2026.
Black Diamond Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3461 holding.
11 funds tracked by Wall St. Rank held Black Diamond Therapeutics as of Q3 2026.

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