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Root Financial Partners’s Cogent Biosciences COGT Stock Holding History

Root Financial Partners’s Portfolio COGT Stock Details COGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-83
Closed -$3.19K – 982
2026
Q1 		$3.19K Buy
+83
New +$3.06K ﹤0.01% 2124

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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JT
Jupiter Topco New York $245B AUM
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Root Financial Partners's COGT Position: Q2 2026 in Review

Root Financial Partners sold out of Cogent Biosciences (COGT) in Q2 2026, closing a stake of 83 shares — an estimated $3.19K sold.

Root Financial Partners first reported a position in COGT in Q1 2026 and held it in 1 quarter. The position peaked at $3.19K in Q1 2026. 323 funds tracked by Wall St. Rank hold COGT as of Q2 2026.

  • Root Financial Partners reported no remaining Cogent Biosciences position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 83 Cogent Biosciences shares in Q2 2026, an estimated $3.19K.
  • Root Financial Partners first reported a position in Cogent Biosciences in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Cogent Biosciences position peaked at $3.19K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Cogent Biosciences as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.