Root Financial Partners
CLYM icon

Root Financial Partners’s Climb Bio CLYM Stock Holding History

Root Financial Partners’s Portfolio CLYM Stock Details CLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$115 Buy
+10
New +$139 ﹤0.01% 3623

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

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

Root Financial Partners opened a new position in Climb Bio (CLYM) in Q3 2026: 10 shares worth $115. The stake represents ﹤0.01% of the portfolio and ranks #3623 among its holdings.

9 funds tracked by Wall St. Rank hold CLYM as of Q3 2026.

  • Root Financial Partners held 10 shares of Climb Bio worth $115 as of Q3 2026.
  • Climb Bio was a new Root Financial Partners position in Q3 2026.
  • Climb Bio made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3623 holding.
  • 9 funds tracked by Wall St. Rank held Climb Bio as of Q3 2026.

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