Root Financial Partners’s Caris Life Sciences CAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$60K	Buy	+1,958	New	+$44K	﹤0.01%	992

Other funds holding CAI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Sixth Street Partners Dallas, Texas $485M AUM 12.65% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in Caris Life Sciences (CAI) in Q3 2026: 1,958 shares worth $60K. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings.

252 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

Root Financial Partners held 1,958 shares of Caris Life Sciences worth $60K as of Q3 2026.
Caris Life Sciences was a new Root Financial Partners position in Q3 2026.
Caris Life Sciences made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #992 holding.
252 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

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