Root Financial Partners
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Root Financial Partners’s BlackRock Health Sciences Trust BME Stock Holding History

Root Financial Partners’s Portfolio BME Stock Details BME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.6K Buy
+580
New +$25.7K ﹤0.01% 1419
2026
Q2 		– Sell
-580
Closed -$22.3K – 776
2026
Q1 		$22.3K Hold
580
– – ﹤0.01% 1256
2025
Q4 		$23.9K Hold
580
– – ﹤0.01% 1087
2025
Q3 		$21.6K Buy
+580
New +$21.1K ﹤0.01% 1082

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Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Sage Investment Counsel
Sage Investment Counsel Franklin, Tennessee $100M AUM 13.58% 1-Year Est. Return

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

Root Financial Partners opened a new position in BlackRock Health Sciences Trust (BME) in Q3 2026: 580 shares worth $25.6K. The stake represents ﹤0.01% of the portfolio and ranks #1419 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BME as recently as Q1 2026.

Root Financial Partners first reported a position in BME in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold BME as of Q3 2026.

  • Root Financial Partners held 580 shares of BlackRock Health Sciences Trust worth $25.6K as of Q3 2026.
  • BlackRock Health Sciences Trust was a new Root Financial Partners position in Q3 2026.
  • BlackRock Health Sciences Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1419 holding.
  • Root Financial Partners first reported a position in BlackRock Health Sciences Trust in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q3 2026.

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