Root Financial Partners
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Root Financial Partners’s Bio-Rad Laboratories Class A BIO Stock Holding History

Root Financial Partners’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$34K Buy
+90
New +$31.4K ﹤0.01% 1277
2026
Q2 		– Sell
-77
Closed -$21.5K – 750
2026
Q1 		$21.5K Buy
77
+8
+12% +$2.3K ﹤0.01% 1293
2025
Q4 		$20.9K Buy
69
+13
+23% +$4.06K ﹤0.01% 1169
2025
Q3 		$15.7K Buy
+56
New +$15.2K ﹤0.01% 1235

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

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

Root Financial Partners opened a new position in Bio-Rad Laboratories Class A (BIO) in Q3 2026: 90 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BIO as recently as Q1 2026.

Root Financial Partners first reported a position in BIO in Q3 2025 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold BIO as of Q3 2026.

  • Root Financial Partners held 90 shares of Bio-Rad Laboratories Class A worth $34K as of Q3 2026.
  • Bio-Rad Laboratories Class A was a new Root Financial Partners position in Q3 2026.
  • Bio-Rad Laboratories Class A made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1277 holding.
  • Root Financial Partners first reported a position in Bio-Rad Laboratories Class A in Q3 2025 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2026.

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