Root Financial Partners’s Crescent Biopharma CBIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$379	Buy	+26	New	+$436	﹤0.01%	3332

Other funds holding CBIO

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

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

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

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

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

Root Financial Partners opened a new position in Crescent Biopharma (CBIO) in Q3 2026: 26 shares worth $379. The stake represents ﹤0.01% of the portfolio and ranks #3332 among its holdings.

14 funds tracked by Wall St. Rank hold CBIO as of Q3 2026.

Root Financial Partners held 26 shares of Crescent Biopharma worth $379 as of Q3 2026.
Crescent Biopharma was a new Root Financial Partners position in Q3 2026.
Crescent Biopharma made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3332 holding.
14 funds tracked by Wall St. Rank held Crescent Biopharma as of Q3 2026.

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