Root Financial Partners
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Root Financial Partners’s Immuneering IMRX Stock Holding History

Root Financial Partners’s Portfolio IMRX Stock Details IMRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$311 Buy
+76
New +$359 ﹤0.01% 3397

Other funds holding IMRX

Levin Capital Strategies
Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
Flower City Capital
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Future Financial Wealth Management
Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

Root Financial Partners opened a new position in Immuneering (IMRX) in Q3 2026: 76 shares worth $311. The stake represents ﹤0.01% of the portfolio and ranks #3397 among its holdings.

26 funds tracked by Wall St. Rank hold IMRX as of Q3 2026.

  • Root Financial Partners held 76 shares of Immuneering worth $311 as of Q3 2026.
  • Immuneering was a new Root Financial Partners position in Q3 2026.
  • Immuneering made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3397 holding.
  • 26 funds tracked by Wall St. Rank held Immuneering as of Q3 2026.

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